Wealth Planner: Retirement & Investments (Independent Adviser)

Service Service in Essex near Colchester is seeking a wealth management professional to provide expert advice on retirement and investments. You will work with a team of over fifty financial planning specialists, delivering tailored wealth solutions and building durable client relationships.

The role emphasizes independent client management, strategic planning and compliance with FCA regulations. A strong background in financial planning, regulatory knowledge and Excel proficiency is essential.