Wealth Adviser: Client Planning & Growth Specialist

Fram Search; Swansea; On-site; GBP 45,000 - 65,000; Full time

Job summary

An established financial planning firm in Swansea is seeking a Wealth Adviser to manage and develop client portfolios. The role involves creating tailored financial plans and ensuring compliance with regulatory standards. Ideal candidates will have experience in HNW financial planning, client relationship management, and a strong understanding of cash flow modelling. Full-time position with opportunities for both face-to-face and virtual meetings.

Qualifications

• Experience in managing long-term client relationships.
• Ability to create personalized financial plans.
• Experience conducting client meetings.

Responsibilities

• Work closely with clients to define financial goals.
• Create tailored financial plans using various planning tools.
• Ensure compliance with regulatory requirements.

Skills

HNW financial planning

Client relationship management

Cash flow modelling

Communication skills

Organizational skills

Education

Level 6 / Chartered status (desirable)

Job description

An established financial planning firm in Swansea is seeking a Wealth Adviser to manage and develop client portfolios. The role involves creating tailored financial plans and ensuring compliance with regulatory standards. Ideal candidates will have experience in HNW financial planning, client relationship management, and a strong understanding of cash flow modelling. Full-time position with opportunities for both face-to-face and virtual meetings.