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Wealth Advisor: Holistic Planning & Client

Job in Norwich, Norfolk County, NR3, England, UK
Listing for: Employment Specialists Ltd
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Position: Wealth Advisor: Holistic Planning & Client Growth
A reputable financial planning business is seeking an experienced Financial Adviser to join their Wealth Advisory team in Norwich. The role includes inheriting a loyal client base, providing holistic financial planning advice, and working closely with in-house support. Candidates should have over 5 years of experience in a client-facing role, strong technical knowledge of pensions and investments, and a proactive approach to business development.

Attractive salary and benefits offered.
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