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Hybrid financial planning specialist | remote & in-office

Manchester
Coutts
Financial planner
€50,000 a year
Posted: 9h ago
Offer description

Coutts is seeking a Financial Planning Specialist who will meet the financial planning needs of Premier Banking clients. You'll provide tailored financial advice in areas such as investment and retirement planning while managing your portfolio's growth. A QCF level 4 qualification in Regulated Investment Advice is required, and there's a strong emphasis on relationship management and delivering outstanding service. The position allows for hybrid working with some days spent at the office or visiting clients.
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