Senior Wealth Manager

Eden Resourcing; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Eden Resourcing is seeking accomplished Financial Planners to manage and grow a portfolio of high-net-worth clients. You will deliver holistic wealth management with comprehensive support across administration, compliance, and investment management.

A Chartered Status and proven relationship-building skills are essential to success in this role. You will work in a professional environment designed to maximise earnings while delivering exceptional client outcomes, with strong governance and a

Qualifications

• Proven track record in building and developing a portfolio of HNW clients.
• Chartered Status with broad technical knowledge and understanding of industry developments.
• Skilled client manager capable of internal and external relationship development.

Responsibilities

• Manage and grow a portfolio of clients within wealth management.
• Provide holistic wealth management services and develop solutions for financial growth.
• Develop and maintain internal and external relationships to support client needs.

Skills

Business development

Client management

Relationship building

Education

Chartered Status

Job description

Are you a natural hunter and business development specialist with the desire to maximise your earnings whilst delivering the best outcomes for your clients? If the answer is yes, we would like to hear from you.

In order to achieve their aims and to continue their development, our client is looking to attract accomplished and proven Financial Planners who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management. Your role will be to manage and develop your portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security.

Enquiries and applications are invited from skilled and experienced Financial Planners who have a proven track record in building and developing a portfolio of HNW clients. You will have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to develop and maintain internal and external relationships.

This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm. You will be able to develop your existing portfolio and benefit from a proven business model and increase your performance and income.

So if you are a successful IFA with a proven record of providing innovative solutions to HNW clients and you are looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support, this role will be of interest.

Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Professional Practice, Investments, Pensions.

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website