Extremely prestigious, well established Wealth Management practice is looking for a qualified Financial Planner who is looking to continue their professional development path withing a growing professional financial planning business.
This forward-thinking organization is committed to providing clients with exceptional service. You will be working directly with existing clients and their families, supporting them to achieve their financial planning goals and giving expert advice on:
You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationships with professional partners across legal, tax, probate and accountancy disciplines.
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