Holistic Financial Planner – West Midlands

Birmingham Source: WhatJobs
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Recruit Wealth Ltd is seeking an experienced Financial Planner to join its West Midlands advisory team, delivering holistic advice to a high-quality client base. You’ll inherit an existing client bank under succession planning while also handling new in-house enquiries.

The role offers strong support from paraplanning, compliance and client servicing, enabling you to focus on delivering high-quality financial planning and building lasting client relationships.

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Full job description from WhatJobs. Apply for this role →

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