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Wealth planner - independent advice & client growth

Woking
Freelance
MENZIES LLP
Wealth planner
€50,000 a year
Posted: 18 May
Offer description

MENZIES LLP is looking for a Financial Planner in Woking, UK. This role involves providing high-quality independent financial advice and building client relationships in pensions, investments, and estate planning. The ideal candidate will have experience in financial planning, strong communication skills, and a Diploma in Financial Planning. The position offers competitive benefits, including private medical cover and career development opportunities, alongside a flexible working environment.
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