Financial Planner, HNW
External
Niche Recruitment · Peterborough, Peterborough RegionFull-timeOn-site1mo ago
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About the role
Job Description Job Description This growing firm has existing clients and incoming referrals that a new Planner will be responsible for servicing. Providing client specific customized plans and recommendations for personal high net worth clients and their businesses. Presenting thoughtful plans to clients in a way that will highlight the benefits and solutions recommended. Identifying and assisting with intergenerational wealth management opportunities. Coordinating with legal, tax and other p...
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