Description
TrinityBridge is hiring a permanent remote Financial Planning Advisor to service an existing bank of profitable households, acquire new clients and assets, and grow ongoing financial planning fees. The role involves remote client advice and reviews, business planning, KPI achievement, regulatory compliance, and occasional visits to the London office. Applicants should have several years of ongoing client advisory experience, the ability to manage a large client book, a diploma or equivalent Level 4 qualification with or progress toward Chartered status, strong relationship and financial wellbeing skills, and strong commercial and organisational abilities.
