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Wealth & Asset Management

4 months ago

Paddington, United Kingdom Anson McCade Ltd - IT and Finance Recruitment Full time

**Wealth & Asset Management Consultant**

A technology services leader searching for the UK's best **Wealth & Asset Management Consultants.**These opportunities are at all levels and as a result the client can offer both excellent professional and financial incentives for anyone to join them.

**About the Role**

As a**Wealth & Asset Management Consultant**you will be expected to carry out the following roles:

- Provide financial advice to clients on how to manage their investement and assets.
- You will be assessing a client's financial situation, understand their goals and recommend a suitable course of action.
- You will be monitor the markets and make recommendations on when to buy and sell investments..
- Plan and lead work streams or projects across varied and subsequent journey stages.

**Ideal Criteria for a Wealth & Asset Management Consultant**:

- You will have previous experience working in a similar capacity at a consultancy or a financial instution.
- Expertise of the financial markets and the ability to provide sound financial advice.
- You will have excellent communication & interpersonal skills in order to build relations with clients and provide the best advice possible.

**Rewards & Benefits**

A **Wealth & Management Consultant** at will be able to avail of many perks that the firm offers as well as generous pay package as stated below:

- Base Salary £50,000-£90,000 (dependant on skill set and experience)
- Benefits (Bonus, pension, private healtchcare etc.)
- Flexible Working