Wealth Manager

Service Care Solutions; England; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

20% bonus on initial fees

Job summary

An established Financial Advisory firm in Gloucestershire is seeking a Wealth Manager to grow and maintain a long-standing client base with comprehensive support. This hybrid role involves business development, client retention, and building strong relationships with clients. The ideal candidate is a qualified Financial Planner/Advisor with proven experience in client acquisition and exceptional communication skills. A competitive base salary and a 20% bonus on initial fees are included.

Qualifications

• Qualified Financial Planner/Advisor with post-qualification experience.
• Experience in building a client base; ability to bring clients is advantageous.
• Strong technical ability across a range of financial planning topics.
• Excellent client-facing communication and high-level organisation.

Responsibilities

• Develop new business and build a client base.
• Retain clients and manage relationships.
• Collaborate with advisors to grow practice.
• Utilize marketing strategy to generate leads.

Skills

Client relationship management

Financial planning expertise

Communication skills

Business development

Education

Qualified Financial Planner/Advisor

Job description

Job overview

Wealth Manager — Gloucestershire, United Kingdom (Hybrid Working). Contract: Permanent. Start Date: Flexible.

Wealth Manager role with an established Financial Advisory firm in Gloucestershire. The successful candidate will grow and retain a long-standing client base with support from an extensive marketing strategy for lead generation. A 20% bonus on all initial fees applies.

Responsibilities

• Develop new business and build a client base
• Retain clients and manage relationships
• Collaborate with advisors to grow practice
• Utilize marketing strategy to generate leads

Qualifications

• Qualified Financial Planner/Advisor as a minimum with post-qualification experience
• Experience building a client base; ability to bring clients is advantageous
• Strong technical ability across a range of financial planning topics
• Excellent client-facing communication and high-level organisation

Compensation

Base pay range: Provided by Service Care Solutions. Your actual pay will be based on skills and experience — talk with your recruiter to learn more.

Note: 20% bonus on all initial fees.

Contact

Contact: [e-mail] or direct message the job poster from Service Care Solutions. Hybrid working.

Company

Service Care Solutions on behalf of an established Financial Advisory firm in Gloucestershire.