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Independent wealth planner for hnw clients

Freelance
Capio Recruitment Financial Planning
Wealth planner
€60,000 a year
Posted: 15 May
Offer description

Capio Recruitment Financial Planning is looking for a skilled Financial Planner to manage an existing high-net-worth client bank in England. This opportunity allows you to provide holistic financial planning advice in a supportive team environment, emphasizing quality outcomes over targets. The firm values integrity and offers a flexible work arrangement, ideally around three days in the office. Candidates should be diploma-level qualified and possess strong communication skills. Competitive compensation for client referrals is included.
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