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Financial Planner

2 months ago

Carlisle, Cumbria, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time
Financial Planner Opportunity

We are seeking a skilled Financial Planner to join our team at CITRUS ELITE RECRUITMENT LIMITED. As a Financial Planner, you will be responsible for providing expert financial planning services to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on investment strategies and wealth management
  • Assist clients in achieving their financial goals and objectives
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Proven experience as a Financial Planner or equivalent
  • Strong knowledge of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • A fully flexible Hybrid approach to working life
  • A highly supportive and friendly team environment
  • A generous remuneration package

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