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Financial planner: inherit £30m aum, flexible & autonomous

Financial Divisions
Financial planner
€75,000 a year
Posted: 13 June
Offer description

Financial Divisions, a well-established Independent Financial Planning firm in Devon and Torbay, is seeking a Financial Planner to manage an established client bank of £30m - £40m AUM from a retiring adviser.

This role offers a hybrid working environment, dedicated support staff, and a comprehensive benefits package that includes 26 days holiday, private medical insurance, and full study support towards Chartered status.

The ideal candidate has at least 2 years of experience in financial planning and a Level 4 Diploma. This is an excellent opportunity to grow within a supportive firm focused on adviser development.

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