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Financial Planner

  • Full Time
  • Anywhere

TrinityBridge

TrinityBridge — UK

Description Role overview To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing Director. Responsible for acquiring new clients, assets and fees with established Financial Planners generating new Financial Planning fees and net flows per annum as agreed with y…

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Working in UK

The United Kingdom of Great Britain and Northern Ireland, commonly known as the United Kingdom (UK) or Britain, is a country in northwestern Europe, off the coast of the continental mainland. It comprises England, Scotland, Wales and Northern Ireland, with a population of over 69 million in 2024. The UK includes the island of Great Britain, the north-eastern part of the island of Ireland, and most of the smaller islands within the British Isles, covering 94,354 square miles (244,376 km2). It shares a land border with the Republic of Ireland and is surrounded by the Atlantic Ocean, the North Se

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