Senior Wealth Manager

Capio Recruitment Limited; Birmingham; Hybrid; GBP 90,000 - 140,000; 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 and PD

Job summary

Capio Recruitment Limited seeks an experienced Wealth Manager to advance into an Associate Director role in Birmingham. You will manage an inherited HNW portfolio, expand your regional network, and collaborate with discretionary fund management, credit, and trust services to deliver sophisticated wealth solutions.

You will mentor junior team members and demonstrate leadership within an established regional office, supported by a comprehensive multi-disciplinary proposition and digital advisory

Qualifications

• Level 6 CII (Chartered Financial Planner) or Level 7 CISI Chartered Wealth Manager qualification.
• Substantial client-facing experience advising high-net-worth individuals.
• Deep technical understanding of holistic wealth planning and tax/retirement structures.
• Strong relationship management with commercial acumen and ability to present a business development plan.

Responsibilities

• Manage and advise an inherited portfolio of high-net-worth clients with immediate ownership.
• Develop and deliver targeted business development strategies in the regional professional community.
• Collaborate with discretionary fund management, credit, and trust services to access institutional solutions.
• Mentor and coach junior wealth team members to strengthen leadership in the regional office.

Skills

Client relationship management

Business development

Leadership and mentoring

Advisory/financial planning

Education

Level 6 CII / Level 7 CISI

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.