Financial Planner – Inherit Loyal Client Portfolio, Hybrid in Colchester

Financial Planner – Inherit Loyal Client Portfolio, Hybrid in Colchester

Colchester Full-Time On-site
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Jobs4 is seeking a Financial Adviser for an established wealth management firm near Colchester, Essex. You will inherit an existing client portfolio and deliver holistic, independent financial planning across pensions, investments, protection and retirement planning.

With full paraplanning and administration support, you will focus on client service, build long-term relationships, and grow the book through referrals.

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Financial Planner – Inherit Loyal Client Portfolio, Hybrid in Colchester employer: Jobs4

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Contact Details:

Jobs4 Recruitment Team