Award-Winning Wealth Manager

6 days ago


Cheltenham, Gloucestershire, United Kingdom The Burford Recruitment Company Ltd Full time

This is an excellent opportunity for a dedicated and ambitious Financial Planner to take their career to the next level. Our client offers a competitive starting salary and a chance to work remotely while maintaining strong local client connections.

Key Responsibilities:*

  • Building and nurturing relationships with allocated clients.
  • Servicing and managing clients through face-to-face and online meetings.
  • A commitment to loyalty and professional growth.


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