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Senior wealth planner for hnw private clients

Leicester
JJ SEARCH LIMITED
Wealth planner
Posted: 27 April
Offer description

A reputable investment management firm in East Midlands is seeking a Financial Planner to manage high net worth clients. The role involves providing technical wealth planning, preparing cash flow plans, and developing financial strategies. Candidates should have over 5 years of experience in financial planning, possess a Level 4 Financial Planning Diploma, and demonstrate strong interpersonal skills. This full-time position offers a dynamic work environment with opportunity for professional growth.
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