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Financial Planner

  • Full Time
  • Anywhere
  • 65000-75000 USD / Year

IDEX Consulting Ltd

IDEX Consulting Ltd — Liverpool, Merseyside

My client has an immediate vacancy for a Financial Planner in Liverpool, (ideally Chartered), to take over an established book of existing clients and qualified new business opportunities. The Role You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients You will work to agreed budgets and…

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