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Holistic Financial Advisor — Client Relationships

Job in Bath, Somerset County, BA1, England, UK
Listing for: Service Care Solutions
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Job Description & How to Apply Below
Position: Holistic Financial Advisor — Trusted Client Relationships
A reputable financial advisory group in South West England seeks an experienced Financial Advisor to service an existing client bank. In this role, you will provide tailored financial advice, maintain strong client relationships, and collaborate with an experienced team to ensure effective case management. This is an ethical, client-focused position ideal for those passionate about delivering quality, compliant financial advice.

Competitive package and referral bonuses are available.
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