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Wealth adviser: inherit clients, hybrid/remote role

Sefton
Recruit UK
€60,000 a year
Posted: 27 April
Offer description

A reputable wealth management firm in Southport is seeking a Financial Adviser to inherit an established client bank and develop new business. The role involves delivering holistic financial planning solutions, building long-term relationships, and working closely with a paraplanning team. Candidates should possess a Level 4 Diploma in Financial Planning and have proven experience in the field. A competitive salary of up to £65,000 plus bonus is offered.
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