Strategic Wealth Manager & Financial Planner

CREDO; England; On-site; GBP 40,000 - 70,000; Full time

Job summary

Credo is expanding its Private Client Wealth Management team and seeks ambitious Wealth Managers or Financial Planners to join a vibrant, entrepreneurial environment in the UK. We offer dynamic career opportunities with national and regional accountancy collaborations and a path to senior client advisory roles.

Wealth Management experience is essential, with Chartered qualifications encouraged. You will manage relationships with high-net-worth clients, lead meetings, prepare suitability reports,

Qualifications

• At least 1 to 4 years Wealth Management experience.
• Chartered Wealth Management or Financial Planner qualifications (diploma in financial advice e.g., CII R0s or CISI Capital Markets Programme)
• Ongoing competency in Securities/Derivatives (12+ hours) and Retail Clients (4+ hours) through structured CPD
• Hold a Statement of Professional Standing (SPS) currently or held it in the past year
• Knowledge of Anti-Money-Laundering, KYC and Due Diligence requirements
• Emotional intelligence: high EQ to navigate sensitive client life events with empathy and a solution-oriented mindset
• Previous experience providing wealth management or financial planning advice to high-net-worth individuals
• Able to lead client meetings, formulate compliant advice, and prepare suitability reports
• Experience of working with professional introducers, particularly accountants
• Commercial and pro-active from a sales and marketing perspective, and able to convert prospects into profitable clients
• Educated to a degree level
• Ability to work independently and as part of a team

Responsibilities

• Lead client meetings and formulate compliant advice.
• Prepare suitability reports for high-net-worth clients.
• Develop and maintain relationships with professional introducers, particularly accountants.

Skills

Wealth Management experience

Emotional intelligence

Sales & client relationship management

Regulatory/compliance knowledge

Education

Bachelor's degree or higher

Job description

Credo is expanding its Private Client Wealth Management team and seeks ambitious Wealth Managers or Financial Planners to join a vibrant, entrepreneurial environment in the UK. We offer dynamic career opportunities with national and regional accountancy collaborations and a path to senior client advisory roles.

Wealth Management experience is essential, with Chartered qualifications encouraged. You will manage relationships with high-net-worth clients, lead meetings, prepare suitability reports,