Wealth Planner — Chartered Path & Client-Focused
Job in
Norwich, Norfolk County, NR2, England, UK
Listed on 2026-07-25
Listing for:
Eden Rose
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Eden Rose is seeking an experienced Financial Adviser for an office-based role in Balsall Common. You will manage an established client portfolio and deliver holistic financial planning across pensions, investments, retirement planning, protection, tax and estate planning.
The role emphasizes long-term client relationships, high-quality advice, and collaboration with administration, investment, and compliance teams, with strong career development and Chartered status support.
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