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Strategic private wealth planner – existing clients

Leeds
Idex Consulting
Wealth planner
€60,000 a year
Posted: 9h ago
Offer description

A leading financial wellbeing provider in the UK seeks a Strategic Planner for its Private Wealth services. In this role, you'll deliver tailored financial advice to an established client bank, focusing on high-net-worth individuals and pension schemes, while supported by dedicated paraplanning staff. This is a unique opportunity in a progressive, client-focused organization that prioritizes professional development and inclusive practices.
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