Wealth Planner

Resource Matters Ltd logo
Resource Matters Ltd
ScreenedHybridFull Time
cambridge, Cambridgeshire
Posted 2 days ago
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About the role

Were looking for a motivated, client-focused Wealth Planner to join our clients mass affluent team.


This role is ideal for a Level 4 Diploma (DipFA) minimum qualified Financial Adviser (or above) seeking a strong remuneration package and access to existing, high-value client relationships.

This hybrid working arrangement requires the Planner to establish and nurture profitable partnerships with bot...


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