Service Service in Essex near Colchester is seeking a wealth management professional to provide expert advice on retirement and investments. You will work with a team of over fifty financial planning specialists, delivering tailored wealth solutions and building durable client relationships.
The role emphasizes independent client management, strategic planning and compliance with FCA regulations. A strong background in financial planning, regulatory knowledge and Excel proficiency is essential.
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Essex
My client is a wealth management firm based in the north east of Essex just outside of Colchester, where they have been trading for over thirty years.
Explore: Specialist jobs in Essex
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