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Wealth Adviser: Holistic Planning, Client
Job in
Ipswich, Suffolk County, IP1, England, UK
Listed on 2026-01-30
Listing for:
Employment Specialists Ltd
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A reputable financial planning company in the United Kingdom is seeking an experienced Financial Adviser to join their Wealth Advisory team. The ideal candidate will manage an existing client base and provide holistic financial planning advice while supported by strong administrative and paraplanning teams. Key responsibilities include developing client relationships and generating new business opportunities. The position offers a competitive salary, benefits package, and a focus on client relationship management.
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