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Senior financial planner | hnw focus & director path

Poole
Life Matters
Financial planner
€72,500 a year
Posted: 22h ago
Offer description

Life Matters in Poole, Dorset is searching for an experienced Financial Planner to lead high net worth client relationships. You will manage a portfolio of complex clients, ensuring excellent service and outcomes while also participating in the Investment Committee. This role offers a competitive salary of £60,000 to £85,000 and a clear path to becoming a Director of Financial Planning. The firm supports professional development with funded CPD and a flexible hybrid working environment.
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