Back to results list

Wealth Manager

Location: BIRMINGHAM, WEST MIDLANDS Salary: 50000 - 70000 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Contract
Shift Type: FULL TIME Applications: N/A
Posted: 8 months ago Reference: 3089613
Our well-respected client, a nationally recognised wealth management practice which has recently acquired a couple of established companies, has a vacancy for a fully qualified Wealth Manager to provide holistic financial advice to its plethora of prestigious high net worth clients.

This employed role can be home-based or office-based, ideally within commutable distance from central Birmingham. While a client bank is not essential, you will ideally bring some across with you and, most importantly, be familiar with working with affluent clients and professional introducers. Any clients you wish to bring across must have assets of £150,000 plus, as this industry leading firm is focused on providing the best advice to only high net worth individuals. Excellent support structures are in place to fact find, assist with admin, and bring clients across to the wealth management business model in a problem-free, no cost manner.

You will be diploma qualified or equivalent and be studying towards chartered status. You're likely to be given regular leads from national joint ventures and head office, but you must also demonstrate capabilities with accountants and solicitors, for example, to show that you can generate new business.

In return for your expertise, a highly attractive basic salary of up to £70,000 per annum is available for a fully qualified candidate with an established past. An excellent rewards package including up to 30% bonus and company share scheme also awaits the successful candidate.

Similar jobs