Wealth Advisor — Hybrid, Pension & Growth

Plus One Personnel; Royal Leamington Spa; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm seeks an experienced Wealth Advisor to enhance client relationships and deliver tailored financial solutions. The ideal candidate will have a strong background in Wealth Management and experience in networking and client advisory roles. This full-time role provides a hybrid working model after the probation period and offers 21 days of annual leave plus bank holidays. Strong communication and organisational skills are essential for success in this fast-paced environment.

Benefits

21 Days Annual Leave plus Bank Holidays

Pension Scheme

Quarterly Fun Days

Qualifications

• Previous or current experience as a Wealth or Financial Advisor.
• Proven background within a Financial Services or Wealth Management environment.
• Solid understanding of FCA regulations and compliance requirements.
• Exceptional organisation and administration abilities.

Responsibilities

• Grow our client base through referrals, networking, and marketing.
• Understand clients’ goals and recommend tailored financial solutions.
• Deliver compliant pension and investment arrangements from start to finish.
• Build strong, lasting client relationships.

Skills

Wealth Management experience

Excellent communication skills

Networking expertise

Client relationship management

Tools

MS Office

Job description

A leading financial services firm seeks an experienced Wealth Advisor to enhance client relationships and deliver tailored financial solutions. The ideal candidate will have a strong background in Wealth Management and experience in networking and client advisory roles. This full-time role provides a hybrid working model after the probation period and offers 21 days of annual leave plus bank holidays. Strong communication and organisational skills are essential for success in this fast-paced environment.