Senior Chartered Wealth Planner for HNW Clients

  • ISIO
  • Bristol, Gloucestershire
  • Mar 30, 2026
Full time Executive

Job Description

A financial advisory firm is looking for an experienced Wealth Adviser to join their expanding team. The ideal candidate will have a Chartered status and a strong track record of working with high-net-worth individuals. The role involves managing client relationships, providing holistic advice, and growing a client base through established networks. This position offers a hybrid work model, allowing for flexibility between home and office locations.