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Private Client Manager – Cross-Border Wealth Planning

Blevins Franks

valencia, kingdom of spain, Spain Full-time June 03, 2026
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Opportunity Description

Blevins Franks is seeking an experienced Private Client Manager in England to oversee financial planning for clients.
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The role demands at least five years of experience in financial services, primarily in investment advice, and a Level 4 Diploma in Regulated Financial Planning.
You will build robust relationships with clients, conduct thorough financial reviews, and ensure compliance with UK regulations. xhfqzwm
Candidates should possess excellent communication skills and a proven track record in financial advisory roles, with knowledge of the overseas investment market preferred.
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Full-time Customer Service

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