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Strategic Planning Lead, Wealth Planning

Job in Chester, Cheshire, CH1, England, UK
Listing for: TrinityBridge
Full Time position
Listed on 2026-05-13
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Chester seeks a strategic partner for its Wealth Planning division. The role involves collaborating on the business plan and providing insights for performance. Candidates should have a strong commercial acumen, experience in financial services, and proficiency in data analysis. The position emphasizes teamwork, effective communication, and project management skills. The firm promotes inclusivity and flexible work options to ensure a balanced work-life experience.
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