Wealth Manager — Inherit 150-Client Portfolio | Hybrid

Service Care Solutions; Huddersfield; Hybrid; GBP 45,000 - 90,000; Full time

Job summary

A reputable wealth management firm in West Yorkshire seeks an experienced Financial Advisor to manage an established client bank of approximately 150 households. The role includes delivering comprehensive financial planning services while maintaining strong client relationships. Excellent communication skills and a strong background in financial advice are essential. This opportunity also offers a hybrid working model and potential bonuses for new business development. A flexible start date is available.

Benefits

Bonuses for new business

Hybrid working

Qualifications

• Proven experience as a Financial Planner or Wealth Manager.
• Strong understanding of financial products and services.
• Excellent communication and interpersonal skills.

Responsibilities

• Inherit and service a high-quality client bank.
• Deliver holistic financial planning including investments and pensions.
• Conduct client meetings and ensure follow-up actions.

Skills

Financial planning

Client relationship management

Regulatory compliance

Job description

A reputable wealth management firm in West Yorkshire seeks an experienced Financial Advisor to manage an established client bank of approximately 150 households. The role includes delivering comprehensive financial planning services while maintaining strong client relationships. Excellent communication skills and a strong background in financial advice are essential. This opportunity also offers a hybrid working model and potential bonuses for new business development. A flexible start date is available.