United Cerebral Palsy of Georgia is seeking a Financial Planner in Taunton, Tiverton or Yeovil. This position focuses on prioritizing financial planning over sales.
You will manage an established client bank and leverage technology for efficient service delivery. The ideal candidate will have strong financial planning skills and experience in cashflow modelling, supported by a team that enables client engagement rather than administrative tasks.
The role includes competitive salary and benefits, emphasizing growth and a supportive work environment.
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