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Strategic Wealth Manager & Financial Planner

Job in Reading, Berkshire, RG1, England, UK
Listing for: CREDO
Full Time position
Listed on 2026-10-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 40000 - 70000 GBP Yearly GBP 40000.00 70000.00 YEAR
Job Description & How to Apply Below

Credo is expanding its Private Client Wealth Management team and seeks ambitious Wealth Managers or Financial Planners to join a vibrant, entrepreneurial environment in the UK. We offer dynamic career opportunities with national and regional accountancy collaborations and a path to senior client advisory roles.

Wealth Management experience is essential, with Chartered qualifications encouraged. You will manage relationships with high-net-worth clients, lead meetings, prepare suitability reports,

We are currently recruiting a Strategic Wealth Manager & Financial Planner for our team in England, United Kingdom.

We have an opening for a Strategic Wealth Manager & Financial Planner in England, United Kingdom within Finance, Sales.

This role, Strategic Wealth Manager & Financial Planner at CREDO, could be your next opportunity.

Are you ready to take on the Strategic Wealth Manager & Financial Planner role at CREDO?

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