A leading financial institution in the UK seeks a Senior Wealth Planner to help clients achieve their financial goals. In this role, you will provide personalized investment advice, manage client relationships, and ensure compliance with regulatory standards. The ideal candidate will have a financial planning qualification at RDR Level 4, strong communication skills, and the ability to leverage digital tools in client interactions. This position is based in Ipswich and involves building lasting relationships through trust and tailored strategies.
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