Wealth Manager

Eden Rose; East Midlands; Hybrid; GBP 80,000 - 100,000; Full time

Benefits offered by this job

Flexible benefits

Career development opportunities

Hybrid work model

Job summary

Eden Rose is seeking an experienced Wealth Manager/Financial Planner to join our established team in the East Midlands. You will manage high-net-worth portfolios, develop tailored wealth strategies, and drive growth through proactive client engagement and new business development.

Join a leading wealth management firm offering holistic financial planning, investments and banking expertise with hybrid working, ongoing career development, and flexible benefits.

Qualifications

• Experienced Wealth Manager or Financial Planner with a proven client-relations track record.
• Experience advising high-net-worth clients with bespoke financial solutions.
• Commercially minded with ability to develop new business and referrals.
• Strong presentation skills across investments, trusts, lending and banking.

Responsibilities

• Manage and grow a portfolio of high-net-worth individuals, families and private clients.
• Deliver tailored investment strategies and holistic wealth solutions across financial planning, investments and banking.
• Strengthen relationships through proactive engagement and personalised advice.
• Attract new clients through networking, referrals and business development.
• Drive revenue growth through client acquisition and relationship development.
• Work closely with an excellent support team to deliver a seamless, high-quality client experience.
• Utilise digital tools and processes to enhance efficiency and scalability.

Skills

Wealth management

Financial planning

Business development

Client relationship management

Networking

Education

Level 7 Chartered Wealth Manager

Job description

£80,000 - £100,000 + Bonus + Flexible Benefits + Career Development Opportunities + Hybrid

Are you an experienced Wealth Manager or Financial Planner looking to join a leading wealth management business where you can develop long-term client relationships, grow your portfolio and play a key role in the continued growth of the business?

This is an excellent opportunity to join an established wealth management organisation serving private clients and HNW cliental offering holistic financial planning, investments and banking expertise.

As part of its continued growth, the business to add a candidate within its East Midlands region to support its geographical client base alongside support new business efforts.

This is a perfect opportunity for someone with an exceptional background in Financial Services who is looking for structure, support and growth within a very well-established Wealth Management firm.

The Role

• Manage and grow a portfolio of high-net-worth individuals, families and private clients.
• Deliver tailored investment strategies and holistic wealth solutions across financial planning, investments and banking.
• Strengthen existing relationships through proactive engagement and personalised advice.
• Attract new clients through networking, referrals and business development.
• Drive individual and team revenue growth through client acquisition and relationship development.
• Work closely with an excellent support team to deliver a seamless, high-quality client experience.
• Utilise digital tools and process improvements to enhance efficiency, client adoption and scalable business growth.

The Person

• Experienced Wealth Manager or Financial Planner with a proven track record of managing and developing client relationships.
• Level 7 Chartered Wealth Manager
• Experience handling complex financial advice and tailored solutions to HNW clients.
• Commercially driven, with a proactive approach to networking, business development and client acquisition.
• Confident presenting a broad wealth management offering across investments, trusts, lending and banking.
• Professional, client-focused and committed to delivering accurate, ethical advice.