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Associate financial planner — client-focused & cashflow modelling

Alderley Edge
Lime Professional Services
Financial planner
€45,000 a year
Posted: 8 June
Offer description

Lime Professional Services in Alderley Edge is seeking an experienced Associate Financial Planner to join their team. This role involves supporting Financial Planners with client meetings, producing suitability reports, and maintaining cashflow modelling records.

The ideal candidate will have strong technical knowledge in financial planning, excellent report-writing skills, and attention to detail. An environment that fosters professional development and client-focused strategies awaits you.

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