Financial Planning Manager jobs in Cardiff

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  1. Graduate Investment Analyst

    Posted 12/04/2024 by Quantum Advisory

    Salary:
    £23,000 - £35,000/annum
    Location:
    Cardiff, South Glamorgan (5 miles)
    Job Type:
    Permanent

    Planning and managing asset transfers. Preparing papers and presentations for trustee meetings. Ensuring compliance with various governance requirements. Within the role you will obtain and record relevant, up to date investment information by liaising with fund managers and … more

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