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Financial Planner - New Business & Client Growth
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-07-30
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Jobtailor in the United Kingdom is seeking an experienced financial planning professional to drive new business development and proactively review existing clients. You will deliver holistic financial planning solutions to private clients across the full suite of services and strive to meet revenue targets.
You will maintain strong client relationships, cross-sell where appropriate, and ensure all reports and advice comply with regulatory requirements and Titan policies and values.
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