Financial Planner salaries in Castle Cary, SOM

Financial Services: 2 years (preferred). We currently look after more than 500 client relationships, providing advice across retirement planning, investment…

£28,000 - £32,000 a year

1 day ago

A genuine belief in holistic, client-centred financial planning. Proven experience advising clients across pensions, investments and protection.

This is a client and growth focused high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being…

Regulated sales and client relationship management experience. Work as part of the relationship team to identify client needs, secure commitment to fee‑based…

Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’…

13 days ago

Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals…