Senior Wealth Planning Director - Lead Growth & Relationships
New Yesterday
A leading wealth management firm based in Birmingham seeks a Financial Planner to deliver investment advice, manage client relationships, and mentor a team. Ideal candidates will have Chartered status and a strong track record in financial planning, with a client-centric approach. This role emphasizes personal and professional growth within an inclusive culture, promoting responsible investment practices. The firm aims to build a diverse workplace while providing meaningful work opportunities.
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