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 in London employer: Aldrich & Co.
Aldrich & Co. is an exceptional employer that fosters a vibrant work culture in the heart of central London, offering employees the chance to engage with high-profile clients and lead innovative communication strategies. With a strong emphasis on professional development, team mentorship, and collaboration, we provide our staff with the tools and opportunities to grow their careers while making a meaningful impact in the industry.
