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Senior Financial Planner

2 weeks ago

Plymouth, United Kingdom IDEX Consulting Ltd Full time

A leading independent financial planning firm in Plymouth is seeking an experienced Financial Planner to provide personalized investment and pension advice. You will manage a significant portfolio, nurture client relationships, and drive business growth in a supportive environment. Ideal candidates will have 3–5 years of experience, chartered status preferred, and strong organizational skills. This full-time role offers flexibility, career progression, and comprehensive benefits including private medical insurance.
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