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Chartered Financial Planner

  • Full Time
  • Anywhere
  • 65000 USD / Year

Bond Recruitment

Bond Recruitment — Alderley Edge, Cheshire

Our client is seeking a Chartered Financial Planner to take on a senior role within our close-knit and client-focused team. This opportunity has arisen due to the planned departure of a seasoned planner and represents a chance to inherit a well-established client bank of approximately 75–85 clients, representing circa £400k in annual recurring revenue. Key Responsibilities: · Manage and nurture an…

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