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Retirement-Focused Financial Planner (Regulated Advice)

Posted 10 days 8 hours ago by Stephen Bell Associates Ltd

Permanent

Full Time

Other

London, United Kingdom

Job Description

Stephen Bell Associates Ltd, a leading London-based wealth management firm, seeks an experienced Financial Planner to provide retirement-focused advice to a distinguished client base.

You will deliver pension and investment guidance, prepare compliant suitability reports, and ensure FCA and Consumer Duty compliance while maintaining accurate client records and delivering a high-quality client experience.

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