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Junior financial planner: path to adviser

Plymouth
Atomos Investments Limited
Financial planner
€37,500 a year
Posted: 17h ago
Offer description

Atomos Investments Limited in Plymouth is looking for a Junior Financial Planner to work closely with an established Financial Planner. This role involves managing client relationships, preparing for meetings, and writing financial planning reports to aid in the onboarding process.

The successful candidate will be Level 4 qualified in Financial Planning and possess strong communication and organisational skills. Benefits include a competitive pension scheme, private medical insurance, and a work-from-anywhere policy.

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