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Hybrid financial planner: proactive client advisor

Harrogate
Titan Wealth
Financial planner
€50,000 a year
Posted: 15h ago
Offer description

Titan Wealth is seeking a Financial Planner in Harrogate to provide excellent financial planning and advisory services to clients. This full-time, permanent role allows for hybrid working with 3 days in the office and 2 days home-based.

The ideal candidate will have a diploma in regulated financial planning and experience with financial planning. Key responsibilities include engaging clients, achieving revenue targets, and ensuring compliance with regulations.

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