Senior Wealth Planner – Bespoke Financial Planning

A leading financial institution in Manchester seeks a Wealth Planner to support clients in shaping their financial futures through tailored investment advice and planning. Key responsibilities include establishing client relationships, providing expert guidance, and managing risks. The ideal candidate will possess a financial planning qualification, relevant experience, and a clear understanding of financial markets.

This role offers the opportunity to make a meaningful impact in clients' lives while contributing to the growth of the firm's capabilities.
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