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Inherit –AUM: Independent Financial Planner
Job Description & How to Apply Below
Financial Divisions in Exeter is seeking a Financial Planner to inherit an established client bank of £30m - £40m AUM from a retiring adviser. You will deliver holistic financial planning advice while benefiting from excellent support technology and a flexible hybrid working environment.
The role involves building long-term client relationships and comes with a strong commitment to professional development, including study support towards Chartered status. An attractive benefits package includes 26 days holiday, private medical insurance, and a flexible working culture.
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