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Wealth planner: personalised financial futures

Manchester
Permanent
Barclays
Wealth planner
€60,000 a year
Posted: 26 January
Offer description

A leading financial institution in Manchester is seeking a Wealth Planner to help clients shape their financial future through tailored investment advice. You will manage client relationships, design customized financial solutions, and work collaboratively across teams to ensure a seamless experience. Candidates must have an RDR Level 4 qualification and experience in personalized planning. This role emphasizes risk management and developing trust with clients, offering an impactful career path in wealth management. #J-18808-Ljbffr

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