Wealth Manager - London

Independent Resourcing Consultancy Ltd; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A distinguished financial services firm in London is seeking a motivated Trainee Wealth Manager to assist in managing client relationships and enhance satisfaction. Candidates should be on track for Level 4 qualifications and have a strong interest in finance. This role offers a starting salary of £2,000 per month with commission potential, and a clear path for growth toward becoming a Full Advisor.

Benefits

Commission based on performance

Career growth opportunities

Supportive work environment

Qualifications

• Candidates must be on the path to or have completed their Level 4 qualifications.
• A strong interest in financial markets and personal financial planning.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide comprehensive support to senior advisors in managing client portfolios.
• Engage with clients to understand their financial goals and assist in developing strategies to achieve them.
• Ensure compliance with regulatory standards.

Skills

Communication skills

Interpersonal skills

Education

Level 4 qualifications

Job description

Overview

Wealth Manager

Our client, a distinguished financial services firm, is seeking a motivated Trainee Wealth Manager part or newly qualified seeking progression and development. This role presents a remarkable opportunity for career development in the dynamic field of financial advising.

Role Overview:

The Advisor will primarily assist with client services, supporting the management and development of client relationships. The successful candidate will be entrusted with a book of clients and will be responsible for maintaining and enhancing client satisfaction.

Responsibilities

• Provide comprehensive support to senior advisors in managing client portfolios.
• Engage with clients to understand their financial goals and assist in developing strategies to achieve them.
• Ensure compliance with regulatory standards and maintain up-to-date knowledge of the financial market.

Qualifications

• Candidates must be on the path to or have completed their Level 4 qualifications.
• A strong interest in financial markets and personal financial planning.
• Excellent communication and interpersonal skills.

Salary & Benefits

• A starting salary from £2,000 GBP per month, negotiable based on the candidate's experience and qualifications.
• In addition to the salary, the role offers the potential to earn commission based on performance.
• This role provides an excellent platform for growth within the financial services industry, particularly in the offshore market.

Why?

• Work with a portfolio of clean assets.
• Be part of a firm that values transparency and integrity in managing client investments.
• Accelerate your career growth with hands-on experience and structured progression towards becoming a Full Advisor.

Application Process

If you are ambitious, driven, and ready to take the next step in your financial advising career, we invite you to apply. Please submit your CV and cover letter, outlining your suitability for the role and your career aspirations.

Our client is committed to fostering a diverse and inclusive work environment. We welcome applications from all qualified individuals.