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Senior Financial Planner for High-Net-Worth Clients (Fee-Based)

Posted 1 hour 58 minutes ago by Asset Recruit

Permanent
Full Time
Other
Dorset, Shaftesbury, United Kingdom, SP7 0
Job Description
A well-established Financial Planning firm in Shaftesbury seeks Financial Planners to manage a client portfolio and support the MD. Candidates must hold a Level 4 Diploma in Financial Planning and have at least 3 years in financial advisory roles, focusing on high net worth clients. This role involves developing new business opportunities and providing comprehensive financial plans. Competitive compensation based on client base and achieved business fees will be offered.
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