Senior Wealth Planner for Private Clients in Cheltenham

A leading financial planning firm in Cheltenham is seeking an experienced Wealth Planner to join its growing team. This role involves providing bespoke financial planning advice and developing client relationships while working closely with Investment Directors. The ideal candidate will have strong technical knowledge and a proactive mindset. The position offers a competitive salary of around £80,000, along with a discretionary bonus and benefits including private medical insurance and life assurance.
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