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Wealth planner - hybrid work & client focus

Bristol (City of Bristol)
Evelyn Partners
Wealth planner
€45,000 a year
Posted: 11 June
Offer description

Evelyn Partners in Bristol is seeking a dedicated professional to build and manage trusted relationships with clients. The role involves delivering tailored financial planning and wealth management advice in alignment with clients' needs and goals.

The ideal candidate will possess a Level 4 qualification or higher, coupled with proven skills in client management and effective communication. The position offers a hybrid working model, competitive salary, and comprehensive benefits including private medical insurance and generous holiday options.

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