Strategic Planning Lead, Wealth Planning

Strategic Planning Lead, Wealth Planning

Full-Time On-site
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A financial services firm in Chester seeks a strategic partner for its Wealth Planning division. The role involves collaborating on the business plan and providing insights for performance. Candidates should have a strong commercial acumen, experience in financial services, and proficiency in data analysis. The position emphasizes teamwork, effective communication, and project management skills. The firm promotes inclusivity and flexible work options to ensure a balanced work-life experience. #J-18808-Ljbffr

Strategic Planning Lead, Wealth Planning employer: TrinityBridge

At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Located in Northwich, our team enjoys flexible working options, a strong sense of community, and a commitment to sustainability, ensuring that every employee can thrive both personally and professionally while contributing to meaningful client relationships.

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Contact Details:

TrinityBridge Recruitment Team