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Senior wealth planner: client-focused financial guidance

Manchester
Permanent
Barclays
Wealth planner
€70,000 a year
Posted: 26 January
Offer description

A leading multinational bank is looking for a Wealth Planner in Manchester to help clients shape their financial future through personalized investment advice. This role involves establishing strong client relationships, identifying financial goals, and creating tailored strategies to address individual needs. Candidates must have a financial planning qualification at RDR Level 4 or above and experience in offering investment advice, along with strong risk management skills. Join a dynamic team and impact clients' financial wellbeing. #J-18808-Ljbffr

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