Senior Financial Planner — Strategic Wealth & Client Growth

West Midlands Source: WhatJobs
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A financial services firm in Birmingham is seeking an experienced Senior Financial Planner to provide sophisticated financial advice and manage relationships with high-net-worth individuals. The successful candidate will lead client engagements, develop tailored strategies, and contribute to the growth of the practice. A strong background in financial planning with at least 5 years of experience is required, along with a Level 6 or Chartered status. The role offers flexible working arrangements in a collaborative team environment.
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