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Senior Client Manager – Strategic Financial Planning
Job Description & How to Apply Below
Equilibrium Financial Planning is seeking a Senior Client Manager to support our financial planners, manage a client bank up to £100m, and proactively develop financial strategies. The role involves meeting clients, researching suitable solutions, and ensuring regulatory compliance.
You will collaborate with senior planners, including our CEO, while mentoring junior colleagues and contributing to the firm’s growth and client outcomes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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