Associate Director, Wealth Manager

Capio Recruitment Limited; Birmingham; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Life assurance

Bonus scheme

Professional development

Performance-related bonus scheme

Flexible benefits package

Structured leadership coaching

Job summary

Capio Recruitment Limited seeks an Associate Director Wealth Manager in Birmingham to lead an established portfolio, provide holistic wealth planning, and deliver client-focused strategies with institutional resources.

You will collaborate across discretionary fund management, credit, and trust services, while mentoring juniors and expanding client relationships regionally. Hybrid working and strong professional development are offered.

Qualifications

• Level 6 CII or Level 7 CISI Chartered qualifications.
• Extensive client-facing experience in wealth management.
• Deep technical knowledge of holistic wealth planning, current tax frameworks, retirement structures and investments.
• Strong relationship management and commercial acumen with ability to present a business development plan.

Responsibilities

• Manage and advise an inherited portfolio of high-net-worth clients with immediate ownership and a stable foundation.
• Formulate and deliver targeted business development strategies across the regional professional community to expand your network.
• Collaborate with discretionary fund management, credit, and trust services to access sophisticated institutional solutions for complex client scenarios.
• Mentor and coach junior wealth team members to strengthen leadership track record within the regional office.

Skills

Client-facing

Wealth management

Relationship management

Business development

Holistic wealth planning

Education

CII Level 6

CISI Level 7

Job description

Associate Director, Wealth Manager – Birmingham

Benefits

• Hybrid working
• Private medical insurance
• Life assurance
• Bonus scheme
• Professional development
• Performance-related bonus scheme
• Flexible benefits package
• Structured leadership coaching and professional development

About the Company

A prestigious, market-leading wealth management firm known for its consultative approach and extensive regional presence, the organisation is actively investing in digital technology and advisory infrastructure to empower its client-facing professionals.

Role Summary

This role offers an experienced Wealth Planner or Wealth Manager the opportunity to step into an Associate Director position with a premier national wealth firm in Birmingham. Backed by institutional resources, digital tools, and a comprehensive multi-disciplinary proposition across investments, credit, and estate planning, you will step into an established portfolio while enjoying the autonomy to build your regional footprint.

Key Responsibilities

• Manage and advise an inherited portfolio of high-net-worth clients with comprehensive financial planning needs, giving you immediate client ownership and a stable foundation without having to build a book from scratch.
• Formulate and deliver targeted business development strategies across the regional professional community, enabling you to expand your network, raise your profile, and control your own asset growth.
• Collaborate across internal specialist disciplines including discretionary fund management, credit, and trust services, offering you full access to sophisticated institutional solutions to solve complex client scenarios.
• Provide mentorship and technical coaching to junior wealth team members, strengthening your leadership track record and expanding your managerial capability within an established regional office.

Requirements

• Level 6 CII (such as Chartered Financial Planner or Advanced Diploma in Financial Planning) or Level 7 CISI Chartered Wealth Manager qualification.
• Substantial client-facing experience advising high-net-worth individuals within an established wealth management or financial planning firm.
• Deep technical understanding of holistic wealth planning, current tax frameworks, retirement structures, and broader investment strategies.
• Strong relationship management and commercial acumen, with the ability to present a viable business development plan during the interview process.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles

Wealth Manager, Chartered Financial Planner, Senior Wealth Planner, Private Client Director, Associate Director - Financial Planning

Referral scheme

We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.