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Financial wealth manager

beBeeFinancial
Wealth manager
Posted: 17 June
Offer description

About the Role

We are seeking an experienced Financial Planner to join our team in a succession plan to take over a client bank covering Wiltshire and London.

The successful candidate will have a couple of years' experience, be happy to work towards Chartered status, and have experience of growing and managing a diverse client bank.

This is a great opportunity for someone who has been advising for a few years but wants to move to a role with a higher level of client wealth.

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