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Wealth planner to equity partner | hybrid, dorking

Dorking
Financial Divisions
Wealth planner
€67,500 a year
Posted: 27 April
Offer description

Financial Divisions, located in Dorking, is seeking a Financial Planner/Adviser to manage existing clients and develop new business. The ideal candidate will have a Level 4 diploma, at least 2 years of advising experience, and a drive to progress towards a Directorship role within 5-7 years. The position offers a basic salary ranging from £60k to £75k, an attractive benefits package, and the potential for equity ownership in the firm. This is a unique opportunity to shape the future of a boutique wealth planning firm.
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