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Chartered Financial Planner — Holistic Wealth Advice; Hybrid

Job in Nottingham, Nottinghamshire, NG1, England, UK
Listing for: Lime Professional Services
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Chartered Financial Planner — Holistic Wealth Advice (Hybrid)
A financial advisory firm in Nottingham is seeking an experienced Chartered Financial Adviser to provide comprehensive financial advice to clients. The role involves managing a client portfolio, presenting financial plans, and nurturing client relationships. Ideally, candidates should have pension transfer qualifications and cash flow modelling experience, preferably using Voyant. A competitive salary and hybrid working options are offered.
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