Senior Financial Strategist

3 weeks ago


Exeter, Devon, United Kingdom Dawn Consulting (Sw) Limited Full time

Job Role: We are seeking a highly skilled Financial Planner to join our team at Dawn Consulting (Sw) Limited. The successful candidate will have a proven track record of delivering exceptional financial planning services to clients.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients.
  • Provide expert financial advice and guidance to clients.
  • Manage and maintain client relationships.

Requirements:

  • Experience in financial planning and advice.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.

About Us: Dawn Consulting (Sw) Limited is a leading financial planning firm based in the UK. We are committed to delivering exceptional financial services to our clients.



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