Financial Planning

4 weeks ago


Manchester, United Kingdom Exchange Street Claims ltd Full time

They're the financial planning arm of a sizeable Chartered Accountancy business. It means an environment with HNW clients and complex cases. It means accountancy departments to pick up leads from.

It's a nurturing firm where they typically recruit from within so the training is excellent.
You'll need 2+ years post-CAS financial planning experience. The firm has offices in Preston and Manchester so you'll need to be close to one of them so that you can build rapport with the accountancy departments.


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