Senior Wealth Adviser — Flexible, Remote, Equity Path

St. James’s Place; Manchester; Remote; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Flexible work structure

Career progression opportunities

Administrative support

Competitive remuneration

Job summary

A leading financial advisory firm in Manchester is seeking a Senior Manager for Partnership Recruitment. The ideal candidate will provide holistic financial advice to high net worth clients, managing an allocated client bank. Applicants should possess a Level 4 Diploma in Financial Planning and demonstrate results-driven client-facing skills. The role offers flexibility in employment type, with competitive remuneration and opportunities for professional growth.

Qualifications

• Applicants must have CAS Status achieved as a regulated adviser.
• Demonstrable track record that can be validated.

Responsibilities

• Provide sound, holistic, compliant financial advice to HNW individuals.
• Develop and manage long-term professional relationships.

Skills

Client-facing skills

Results-driven

Marketing and networking

Education

Level 4 Diploma in Financial Planning

Job description

A leading financial advisory firm in Manchester is seeking a Senior Manager for Partnership Recruitment. The ideal candidate will provide holistic financial advice to high net worth clients, managing an allocated client bank. Applicants should possess a Level 4 Diploma in Financial Planning and demonstrate results-driven client-facing skills. The role offers flexibility in employment type, with competitive remuneration and opportunities for professional growth.