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Senior Financial Planner | Inherit AUM | Hybrid
Job Description & How to Apply Below
A respected financial planning firm in Wiltshire seeks an experienced Financial Adviser to inherit and service an established client bank of around 120 families. This role involves providing holistic financial planning and conducting regular reviews to enhance client relationships and outcomes. With a strong emphasis on integrity and values, the firm offers a competitive salary of up to £75,000 and a hybrid working model, allowing for a perfect balance between in-office and remote work.
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Position Requirements
10+ Years
work experience
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