Senior Wealth Planner
Licensed sponsor Ipswich Contract Accounting & Finance Posted 2 weeks ago
Our client is a leading British bank. Join us as a Senior Wealth Planner, where you'll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You'll work with new and existing clients to understand their long-term goals and offer bespoke solutions that support their financial and lifestyle needs. Your knowledge will help clients feel informed, supported, and empowered in the choices they make. This role is part of our Wealth Manage…
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