Financial Planning Advisor

Sumer

📍 Solihull, England, United Kingdom

Other Financial Specialists

Job Description

Description

Jerroms Financial Planning is a well-established Independent Financial Advisory firm with a strong track record of sustainable growth.


As part of the Sumer Group, the UK's 11th largest accountancy firm, we work closely with accountancy practices across the group, supporting SMEs and their owners with high-quality financial planning. This provides our advisers with a strong network of professional introductions and the opportunity to build long-term, trusted client relationships within a collaborative and supportive environment.

The Role

We're looking for an ambitious and relationship-focused individual who enjoys working with people and building trust. Whether you're Chartered or Diploma-qualified, what matters most is your professionalism, integrity, commitment to delivering excellent client outcomes, and desire to continue developing your career.


Within your first six months, we will work with ...
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