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Job Description & How to Apply Below
A leading Chartered Financial Planning firm in the UK is seeking a Planner to manage a portfolio of approximately £50m. The successful candidate will present solutions to clients, develop relationships, and provide holistic financial advice while collaborating with professional connections. A minimum of a Level 4 Diploma is required, along with experience with high-net-worth clients. The position offers a competitive salary, bonuses, and share options.
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