About this role
Financial Planner at Openwork Network. Location: Sandford or Winscombe. Role: advising clients, building relationships, generating referrals Requirements: Level 4 Diploma in Financial Planning minimum, proven experience advising on pensions, investments and protection, client-focused, entrepreneurial, and comfortable with digital planning tools. Category: Finance and Accounting Seniority: Mid Level Certifications: level 4 diploma in financial planning Commitment: Contract Workplace: Hybrid Languages: English