Wealth Manager / Associate Director – Hybrid (East Midlands)

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

Benefits offered by this job

Bonus

Flexible benefits

Career development opportunities

Job summary

Eden Rose is seeking an experienced Wealth Manager or Financial Planner to join our East Midlands team. You will manage a portfolio of high-net-worth clients, delivering holistic wealth solutions including investments, financial planning and banking, while actively developing new business and strengthening existing client relationships.

The role offers a clear career development path within a well-established wealth management firm, with a hybrid work model and a competitive package including a

Qualifications

• Experienced Wealth Manager or Financial Planner with a proven track record.
• Demonstrates ability to grow a portfolio of HNW clients.
• Excellent advisory and communication skills.

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 existing 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 with a support team to deliver a seamless client experience.
• Utilise digital tools and processes to boost efficiency and scalability.

Skills

Wealth management

Client relationships

Business development

Investment strategies

Financial planning

Banking

Education

Level 7 Chartered Wealth Manager

Job description

Eden Rose is seeking an experienced Wealth Manager or Financial Planner to join our East Midlands team. You will manage a portfolio of high-net-worth clients, delivering holistic wealth solutions including investments, financial planning and banking, while actively developing new business and strengthening existing client relationships.

The role offers a clear career development path within a well-established wealth management firm, with a hybrid work model and a competitive package including a