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Head of financial planning & client strategy

Dublin
Davy
Financial planner
Posted: 5 March
Offer description

A prominent financial services provider in Dublin seeks a Head of Financial Planning Creation. This role involves managing a team of financial planners, designing and implementing training strategies, and engaging with clients to deliver bespoke financial plans according to their needs. Candidates should have relevant qualifications and experience in team management within financial services. The position also includes significant client interaction and the development of financial team processes, ensuring the team meets quality standards.
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