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Wealth Manager — Inherit -Client Portfolio | Hybrid

Job in Huddersfield, West Yorkshire, HD1, England, UK
Listing for: Service Care Solutions
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
Position: Wealth Manager — Inherit 150-Client Portfolio | Hybrid
A reputable wealth management firm in West Yorkshire seeks an experienced Financial Advisor to manage an established client bank of approximately 150 households. The role includes delivering comprehensive financial planning services while maintaining strong client relationships. Excellent communication skills and a strong background in financial advice are essential. This opportunity also offers a hybrid working model and potential bonuses for new business development.

A flexible start date is available.
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