Holistic Wealth Planner Client Growth & Investment

Jobtailor in Canterbury is seeking an experienced Financial Planner to deliver holistic financial planning and wealth management advice to clients. You will conduct fact-finds, reviews and present tailored recommendations across pensions, investments, protection and tax planning, while building lasting client relationships.

You will work closely with paraplanners and administrators to ensure an excellent client experience and contribute to the growth and development of the practice, with ongoing