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Senior Financial Planning Lead — Client Advisory & Wealth
Job Description & How to Apply Below
Location: Easthampstead
A financial advisory firm in Bracknell is seeking an Associate Director in Financial Planning. You will build and manage client relationships while delivering personalized wealth management advice. The role requires excellent communication skills and a Level 4 qualification in finance. Flexibility for remote work and travel within the home counties is possible. A variety of benefits, including private medical insurance and a generous holiday package, are offered.
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Position Requirements
10+ Years
work experience
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