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Client-Focused Financial Advisor; Takeover Portfolio

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: United Cerebral Palsy of Georgia
Full Time position
Listed on 2026-06-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
Position: Client-Focused Financial Advisor (Takeover Portfolio)

United Cerebral Palsy of Georgia is looking for a Financial Advisor in Fareham to service an existing client bank. You will focus on providing excellent service to clients with ongoing financial planning needs.

Additionally, leads generated from marketing efforts will be provided for new business opportunities. If you are dedicated to client satisfaction and have a passion for financial advising, this role is for you.

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