Chartered Wealth Planner: Retirement & Estate Expert

Aldrich & Co is seeking a Chartered Financial Planner to deliver exceptional financial advice to clients in London. The role focuses on retirement and estate planning, collaborating with Investment Managers to identify growth opportunities and enhance client services.

The ideal candidate will have a Chartered Financial Planner status, a degree-level education, and a proven track record in providing regulated financial advice to high-net-worth clients.

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