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Wealth planner – mass affluent client impact

Birmingham (West Midlands)
Permanent
Barclays
Wealth planner
€60,000 a year
Posted: 25 November
Offer description

A financial services provider in Birmingham is seeking a Wealth Planner to help clients shape their financial future through tailored planning and investment advice. The successful candidate will manage client relationships, offer personalized solutions, and contribute to the growing Mass Affluent Business. A financial planning qualification at RDR Level 4 or above is required, along with significant experience in financial markets and regulations. #J-18808-Ljbffr

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