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Wealth Planning Analyst for High-Net-Worth Clients
Job in
Derby, Derbyshire, DE1, England, UK
Listed on 2026-07-30
Listing for:
Aplaro Ltd
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
The Truist Financial C APG team seeks a senior Advice and Planning Analyst to create financial plans for high-net-worth clients. You will model, analyze, and interpret client data to deliver thorough plan recommendations.
Develop expertise in financial planning tools and collaborate with teammates to craft strategies while adhering to regulations and risk management. Participation in client meetings may occur as caseload allows.
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