- WorthingPermanent£50,000 - £70,000
The focus on this role is to provide high-quality financial planning and investment management service to individuals and corporate entities within the parameters of the FCA. This role involves liaising with clients, understanding their needs, researching products and providers, liaising with the Paraplanners and presenting the findings and recommendations to the client to meet their needs.
Work within the wealth management division of a growing business
Provide high quality financial planning and investment advice to clients
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