Wealth Management Expert

3 weeks ago


Crewe, Cheshire East, United Kingdom CV Library Full time
Key Responsibilities
  • Deliver comprehensive financial planning and wealth management solutions to clients
  • Maintain strong relationships with existing clients
  • Pursue new client opportunities through strategic bidding and business development

The ideal candidate will have at least 5 years of experience in Financial Planning (CAS, FCA registered) with a proven track record in pension & investment advice to private clients. A competitive basic salary with high earning potential, bonuses, and ongoing development support make this an attractive advisory position.



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