Colchester-based Wealth Manager

2 days ago


Colchester, Essex, United Kingdom Financial Divisions Full time

Become a Colchester-based Wealth Manager at Financial Divisions, delivering premium advisory services to discerning clients across East Anglia and London.

Key Responsibilities
  • Manage an existing portfolio of clients generating from retiring advisers over the next 3 years.
  • Identify and secure new business opportunities through recommendation and referral.
  • Collaborate closely with clients to understand their investment needs and goals.

Our company has built a reputation for providing exceptional service to families, retirees, and professionals, with clients typically holding between £150,000 and £350,000 of investable assets.



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