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Chartered Wealth Planner for HNW Clients
Posted 17 days ago by Schroders Group
Permanent
Full Time
Other
London, United Kingdom
Job Description
Schroders Group seeks a Wealth Planning Specialist to manage high value client relationships and deliver comprehensive wealth planning strategies across pensions, tax and investments. You will develop new client relationships, provide compliant financial advice, and ensure actions are documented and executed efficiently.
Strong regulatory qualifications, SPS status, and experience with UK wealth planning are essential.
Schroders Group
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