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Wealth Planner: -Value Client Bank; Hybrid

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Service Care Solutions
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Position: Wealth Planner: High-Value Client Bank (Hybrid)
A reputable wealth management firm in the UK is seeking an experienced Financial Advisor to inherit a high-quality portfolio of clients. You will focus on delivering holistic financial planning and cultivating long-term clients. Ideal candidates will possess Level 4 qualifications and experience with sizable portfolios, alongside strong communication skills. The position offers significant earning potential through bonuses and a hybrid working arrangement.
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