Senior Wealth Planner — Bespoke Financial Planning (London)
New Today
A leading financial institution in Greater London is seeking a Senior Wealth Planner to help clients achieve their financial goals through personalized planning and investment advice. This role involves building lasting relationships, providing tailored solutions, and utilizing digital tools to engage clients. The ideal candidate should have a financial planning qualification, experience in investment advice, and the ability to manage risk while adhering to compliance standards. Competitive remuneration offered, along with opportunities for professional growth.
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- Location:
- Greater London
- Job Type:
- FullTime