At a Glance
- Tasks: Deliver exceptional financial advice on retirement and estate planning to high-net-worth clients.
- Company: Aldrich & Co, a leading firm in financial planning based in London.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Collaborative environment focused on growth and client satisfaction.
- Why this job: Make a real difference in clients' lives while working with a talented team.
- Qualifications: Chartered Financial Planner status and proven experience in regulated financial advice.
The predicted salary is between 59400 - 72600 £ per year.
Aldrich & Co is seeking a Chartered Financial Planner to deliver exceptional financial advice to clients in London.
The role focuses on retirement and estate planning, collaborating with Investment Managers to identify growth opportunities and enhance client services.
The ideal candidate will have a Chartered Financial Planner status, a degree-level education, and a proven track record in providing regulated financial advice to high-net-worth clients.
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Chartered Wealth Planner: Retirement & Estate Expert employer: Aldrich & Co
Join a dynamic international business that values collaboration and ambition, offering an exceptional work culture where your contributions directly impact success. As an EA supporting the COO, you'll enjoy a competitive salary of £70,000 plus bonuses, alongside excellent benefits and opportunities for professional growth in a fast-paced environment. This role not only allows you to work closely with senior leaders but also provides a chance to thrive in a supportive setting that encourages adaptability and proactive engagement.
