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Job Description & How to Apply Below
JJ SEARCH LIMITED is seeking a Financial Planner to manage high net worth clients in Plymouth, providing technical wealth planning and regulated advice. The role involves preparing cash flow plans, writing recommendation reports, and maintaining market awareness of new products.
The ideal candidate has over 5 years of relevant experience, a Level 4 Financial Planning Diploma, and exceptional interpersonal skills. Solid paraplanning support is provided.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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