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Hybrid associate financial planning coach & team leader

Bristol (City of Bristol)
Evelyn Partners
Financial planner
Posted: 16 December
Offer description

A leading wealth management firm seeks an Associate Financial Planning Bestinvest Coach & Team Leader in Bristol. You will coach clients on financial topics, manage a coaching team, and ensure training for new joiners. The ideal candidate holds a Level 4 Diploma and possesses client-facing experience. This role offers a competitive salary and benefits including private medical insurance and a hybrid working model.


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