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Wealth planner: complex planning & growth opportunities

Esher
Killik & Co
Wealth planner
€60,000 a year
Posted: 23h ago
Offer description

A leading financial planning firm in the United Kingdom seeks a Wealth Planner to provide expert financial planning advice. The candidate will work with investment managers to identify new opportunities while developing client relationships. Key responsibilities include delivering financial advice, ensuring compliance, and collaborating with team members. We're looking for someone with strong communication skills and a positive attitude towards customer service. This role offers a competitive salary and benefits package.
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