Financial Adviser

Meraki Talent Limited; Truro; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading global banking firm is seeking a Wealth Manager to manage high-value client portfolios. This role focuses on providing tailored financial advice to clients while fostering strong relationships and ensuring comprehensive wealth management solutions. The position offers career development and ongoing training within a supportive team environment.

Qualifications

• Qualified professionals with Level 4 financial qualification.
• Experience in wealth/financial advisory roles is ideal.
• Effective communication for delivering tailored solutions.

Responsibilities

• Manage and advise a portfolio of high net worth clients.
• Conduct in-depth financial reviews.
• Monitor client and market developments.

Skills

Client Relationship Management

Financial Advisory

Risk Management

Education

Level 4 Dip CII/CISI or equivalent

CAS status

Job description

Meraki Talent are proud to be partnering with a global banking firm who are looking to appoint a Wealth Manager on a permanent basis. As part of this role you will manage a portfolio of high-value customers, providing tailored, holistic financial advice to help clients grow, manage, and protect their wealth through key life events. The role focuses on building strong relationships, offering a full range of financial products, and delivering needs-based solutions. Key Responsibilities:

• Manage and advise a portfolio of high net worth clients.
• Conduct in-depth financial reviews to provide personalized advice.
• Communicate effectively to deliver tailored wealth strategies.
• Monitor client and market developments to manage risk and spot opportunities
• Carry out pension transfers and estate planning duties.

This is an opportunity which offers career development and continuous training within a supportive and collaborative working environment. Our client are looking to speak with qualified professionals (Level 4 Dip CII/CISI or equivalent, with a valid SPS). Ideally with CAS status and experience in wealth/financial advisory roles. Apply Now