Wealth Management Advisor

5 days ago


Norwich, Norfolk, United Kingdom Heritage Wills Full time

Are you passionate about helping clients achieve their wealth management goals? We are seeking a Wealth Management Advisor to join our team at Heritage Wills.

As a Wealth Management Advisor, you will be responsible for providing expert advice to clients on their estate planning needs, developing customized financial plans, and providing ongoing support to clients.

We offer a competitive salary range of £40,000 - £60,000 per annum, depending on experience, as well as a range of benefits including commission pay, company pension, and health & wellbeing programme.

Benefits of working with us:

  • Company pension
  • Employee discount
  • Free parking
  • Health & wellbeing programme
  • Referral programme
  • Sick pay

Working hours: 8 hour shift, Monday to Friday.



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