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Wealth planner: new business focus, chartered path

Preston (Lancashire)
mbf
Wealth planner
€75,000 a year
Posted: 21h ago
Offer description

A leading professional services firm in the United Kingdom is seeking an experienced Financial Planner to join its Wealth Management team. This role emphasizes new business generation and building long-term client relationships within a collaborative environment. Candidates with a Level 4 Diploma in Financial Planning (DipPFS) or Chartered status are encouraged to apply, as competitive salaries ranging from £60,000 to £90,000 are on offer, along with a discretionary bonus. Opportunities for career advancement within an established firm are also available.
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