Strategic Wealth Manager & Financial Planner

Company: CREDO
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Job Description:

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,

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Posted: October 11th, 2026