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Wealth planner for high‑net‑worth clients: grow & advise

Chester
Quilter Cheviot
Wealth planner
€55,000 a year
Posted: 11 May
Offer description

Quilter Cheviot in Chester seeks a Financial Planner to drive client engagement and business growth. Candidates should have at least a Level 4 Diploma in Financial Planning and previous experience with high-net-worth clients. Responsibilities include maintaining an existing client base, winning new clients, and ensuring compliance with FCA regulations. The role offers a competitive benefits package including holiday, pension scheme, and private medical insurance, along with the opportunity for business performance incentives.
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