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Client‑centric wealth planner, flexible hours

Glasgow (Glasgow City)
Idex Consulting
Wealth planner
€50,000 a year
Posted: 27 April
Offer description

A financial consulting firm in Glasgow is seeking Financial Planners to join their team. The ideal candidates will possess excellent interpersonal skills, high technical knowledge, and a client-centric approach. Responsibilities include onboarding new clients, conducting financial assessments, and designing tailored financial strategies. The company supports flexible working patterns, and there is a clear scope for progression within this expanding business.
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