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Financial planner – personalised client plans

Plymouth
Davies Group
Financial planner
€52,500 a year
Posted: 4 May
Offer description

Davies Group is seeking a dedicated Financial Planner to join their team in Plymouth, England. In this role, you will manage existing clients and cultivate new relationships while delivering personalised financial plans. The ideal candidate will have over 3 years of experience in financial planning and hold a Level 4 Diploma. You will be responsible for building client relationships, ensuring compliance with FCA regulations, and providing proactive financial solutions. This position offers a unique opportunity for professional growth in a supportive environment.
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