Financial Planner - Succession Opportunity

mbf. · EC3A5AT

£70,000 - £90,000

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Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families? This is a genuinely exceptional succession role with one of the UK’s leading national financial advisory firms, a business managing over 7Bn in client assets and continuing to grow through strategic acquisition. The Opportunity You’ll take over a well-established client bo...

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