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Wealth Planner & Strategist

Job in Esher, Surrey County, KT10, England, UK
Listing for: Killik & Co
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planner & Growth Strategist
A financial services firm is seeking a Wealth Planner to provide expert financial planning advice to clients and contribute to business development. The ideal candidate will deliver technically sound planning, build relationships, and work collaboratively within the team to ensure excellent service. The role requires strong communication and customer service skills, with an emphasis on compliance and adaptability. If you thrive in a fast-paced environment and are passionate about client service, we invite you to apply.
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