Wealth Manager - Carlisle, Penrith & Workington

HSBC; Carlisle; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider in the UK is seeking a Wealth Manager to manage a portfolio of high-value clients. You will provide holistic financial advice, conduct in-depth reviews, and deliver tailored wealth management solutions. Candidates should hold a Level 4 qualification and have previous experience as a Wealth Adviser or similar. The role offers opportunities for growth, a flexible benefits package, and ongoing training within a supportive team environment.

Benefits

Flexible benefits package

Life insurance

Employee discounts

Share options

Annual bonuses

Private medical care

Opportunity for personal development

International work opportunities

Qualifications

• Essential to hold a Level 4 qualification in finance.
• Desired to hold CAS status.
• Experience in providing holistic financial advice.
• Previous roles as Wealth Adviser or Financial Planning Manager.

Responsibilities

• Manage and support a portfolio of high-value customers.
• Act as a trusted adviser providing financial advice.
• Conduct in-depth reviews to identify client needs.
• Advise on a full range of financial products.
• Deliver tailored solutions based on client assessments.

Skills

People-oriented

Holistic financial advice

Communication and influencing

Competitive mindset

Relationship building

Education

Level 4 qualification (Dip CII, CISI or equivalent)

Job description

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra‑high‑net‑worth.

What will I get to do as a Wealth Manager at HSBC?

• Manage and support a portfolio of high‑value premier customers.
• Act as a trusted adviser to new and existing customers, providing holistic financial advice and supporting them through key life events such as investing for the future, saving for a new home, planning for retirement or protecting their family for every eventuality.
• Conduct in‑depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth‑management and financial‑planning service to a portfolio of HSBC clients.
• Advise on a full range of products and services that include both HSBC‑manufactured products and those provided by external partners.
• Deliver needs‑based solutions through effective communication and influencing.
• Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business.

What does it take to be successful as a Wealth Manager?

People‑oriented individuals looking to build their portfolios, safely grow the HSBC Wealth and Personal Banking business, and move the needle on their careers.

Do you like a challenge? Are you competitive and base your success on performance? Do you have a growth mindset and a drive for reward? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships? Do you use the many resources and the diverse, talented co‑workers around you to help answer the hard questions?

If you answered yes to any of these questions, we want to meet you!

What we’ll give you:

• Growth – opportunity for personal development and progression, new clients, a robust and supportive network of colleagues, new products, and new opportunities to learn and provide needs‑based solutions in our Wealth Management team.
• A flexible benefits package including non‑contributory pension, life insurance, employee discounts, share options, annual bonuses, and private medical care.
• Steppingstone to work internationally – this can be your place to start and branch out to anywhere we have offices around the world.
• Full training in HSBC products and services with ongoing coaching throughout your career and dedicated admin support.
• An opportunity to contribute to the ongoing success of the business, by being an inclusive team member with the prospect to be involved in multiple initiatives to make a difference.
• The support you need to fulfil your potential.

What you’ll give us:

• Hold a role‑relevant Level 4 qualification (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements – essential.
• Currently hold CAS status is desired.
• Previous experience providing holistic financial advice on a wide range of products and services.
• Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role.
• Experience working in relevant environments (retail banking, relationship management, front office).

WM2025

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces – no matter their gender, ethnicity, disability, religion, sexual orientation or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone so they can be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long‑term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [e-mail]

Telephone: [phone]