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Role type  

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Type of work

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Back Office specialist looking to take the next step in my career in the financial planning industry.

Qualified financial practitioner with a proven track record of overseeing and controlling the financial planning process to ensure correct decision making for the ultimate client experience. It is time to take the next step and become an associate financial adviser where I learn the client facing facet of the business. In particular, I would like to focus on what it takes to build trust and long-term relationships with industry experts

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Qualified financial practitioner with a proven track record of overseeing and controlling the financial planning process to ensure correct decision making for the ultimate client experience. It is time to take the next step and become an associate financial adviser where I learn the client facing facet of the business. In particular, I would like to focus on what it takes to build trust and long-term relationships with industry experts

...

Financial Planner looking for a Financial Planning Role with CMC Accreditation.

I can offer holistic advice to all clients with my 15 years of experience as a Financial Planner and recently as a CMC certified. My past experience has been working with clients between 25 and 75, of which majority are medical professionals.

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I can offer holistic advice to all clients with my 15 years of experience as a Financial Planner and recently as a CMC certified. My past experience has been working with clients between 25 and 75, of which majority are medical professionals.

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