Wealth Management Consultant

3 weeks ago

Birmingham, Birmingham, United Kingdom TechNET IT Recruitment Ltd Full time

Wealth Management Consultant

Full-time Position

Permanent Role

Compensation: Competitive, including a base salary plus commission and bonuses

Company Overview:

TechNET-IT is collaborating with a prominent UK wealth management firm recognized for its extensive financial planning and investment management solutions.

They are looking to expand their advisory team due to a growing client base, reflecting the firm’s commitment to excellence and client satisfaction.

Role Overview:

This position provides an experienced Wealth Management Consultant the opportunity to work independently, managing their own schedule while receiving support focused on their personal and professional growth.

The consultant will engage in investment, pension, and estate planning, serving an established client portfolio while also developing new relationships. The primary goal will be to expand and nurture their client network, understanding individual needs, and delivering personalized financial guidance.

A transition from an employed to a self-employed contract is feasible within the company’s framework, accommodating those seeking long-term career flexibility or initial employment security before transitioning to self-employment.

Key Responsibilities:


• Offer expert advice on Investment, Pension, and Estate Planning.


• Grow your client network through proactive outreach and relationship development.


• Provide customized financial advice tailored to client objectives.


• Conduct thorough consultations with both new and existing clients.


• Travel to meet clients in person, ensuring a tailored service experience.

Required Skills and Experience:


• At least 2 years of experience in a Wealth Management Consultant role.


• Possesses a Level 4 Diploma (or equivalent) in Financial Planning, with CAS status.


• Exceptional communication skills, capable of engaging effectively in both written and verbal formats.


• A self-motivated individual with a strong drive for success.


• Proven experience in delivering comprehensive financial advice and cultivating client relationships.

Benefits:


• Unlimited earning potential, with on-target earnings exceeding £100k.


• Extensive support from our back-office team and paraplanners.


• Indemnity insurance coverage for all provided advice.


• Contributions to your pension scheme.


• A client portfolio is provided, with expectations for further development as you acclimate to the role.

  • Wealth Management Coordinator

    3 days ago

    Birmingham, Birmingham, United Kingdom Succession Wealth Full time

    About UsSuccession Wealth is a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. We have over 600 employees and 170 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK.Job SummaryWe are seeking an experienced and confident...

  • Wealth Management Consultant

    3 weeks ago

    Birmingham, Birmingham, United Kingdom TechNET IT Recruitment Ltd Full time

    Wealth Management ConsultantFull-time PositionPermanent RoleCompensation: Competitive salary with base pay plus commission and bonusesCompany Overview:TechNET-IT is collaborating with a prestigious UK wealth management firm recognized for its holistic financial planning and investment management solutions.To support their expanding clientele, they are...

  • Wealth Management Consultant

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Premier Jobs UK Full time £60,000

    Position Overview: As a Wealth Management Consultant, you will take over an established portfolio of clients within a designated region. Your primary responsibility will be to manage ongoing financial strategies while ensuring a high level of client satisfaction and retention.Client Portfolio: The client base you inherit will serve as a solid foundation for...

  • Compliance and Training Manager

    3 days ago

    Birmingham, Birmingham, United Kingdom Elevation Wealth Management Ltd Full time

    Job DescriptionAbout Elevation Wealth Management LtdElevation Wealth Management Ltd is a leading financial services company that provides integrated and specialist financial advice to corporate and private individuals.We are seeking a highly skilled and experienced Training and Competence Manager to join our team and ensure adherence to regulatory...

  • Regulatory Compliance Officer

    3 days ago

    Birmingham, Birmingham, United Kingdom Elevation Wealth Management Ltd Full time

    Job DescriptionAbout Elevation Wealth Management LtdElevation Wealth Management Ltd is a leading financial services company that provides integrated and specialist financial advice to corporate and private individuals.We are seeking a highly skilled and experienced Training and Competence Manager to join our team and ensure adherence to regulatory...

  • Training and Competence Specialist

    3 days ago

    Birmingham, Birmingham, United Kingdom Elevation Wealth Management Ltd Full time

    Job DescriptionAbout Elevation Wealth Management LtdElevation Wealth Management Ltd is a leading financial services company that provides integrated and specialist financial advice to corporate and private individuals.We are seeking a highly skilled and experienced Training and Competence Manager to join our team and ensure adherence to regulatory...

  • Training and Competence Specialist

    3 days ago

    Birmingham, Birmingham, United Kingdom Elevation Wealth Management Ltd Full time

    Job DescriptionAbout Elevation Wealth Management LtdElevation Wealth Management Ltd is a leading financial services company that provides integrated and specialist financial advice to corporate and private individuals.We are seeking a highly skilled and experienced Training and Competence Manager to join our team and ensure adherence to regulatory...

  • Financial Services Administrator

    3 days ago

    Birmingham, Birmingham, United Kingdom Succession Wealth Full time

    About UsSuccession Wealth is a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. We have over 600 employees and 170 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK.Job SummaryWe are seeking an experienced and confident...

  • Client Delivery Specialist

    3 days ago

    Birmingham, Birmingham, United Kingdom Succession Wealth Full time

    About UsSuccession Wealth is a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. We have over 600 employees and 170 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK.Job SummaryWe are seeking an experienced and confident...

  • Wealth Advisory Director

    3 days ago

    Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time

    Job OverviewIDEX Consulting Ltd is partnering with a leading Investment and Financial Advice group to recruit a Senior Financial Planner / Director for their West Midlands team.This is an exceptional opportunity for a Senior level Financial Planner or Wealth Advisor to join a top-tier firm and take on a leadership role in building and growing the Midlands...

  • Wealth Management Associate

    3 weeks ago

    Birmingham, Birmingham, United Kingdom REALM RECRUIT Full time

    Position OverviewWe are seeking a skilled and experienced Private Client Associate Solicitor to join a prestigious national law firm known for its exceptional legal services. This role is based in a vibrant office environment that fosters innovation and collaboration.Key ResponsibilitiesSupervise and mentor junior associates while managing intricate client...

  • Technical Systems Architect

    2 days ago

    Birmingham, Birmingham, United Kingdom Succession Wealth Full time

    Job Title: Data and Systems ArchitectJob Type: Full-time, ContractLocation: Remote or Hybrid from Succession Wealth's UK OfficesContract Duration: 6 Months with Potential for ExtensionDay Rate: £450 - £500 (DOE)Succession Wealth is a leading Financial Advisory firm with a network of Wealth Planners across the UK, providing high-quality financial advice to...

  • Technical Systems Architect

    18 hours ago

    Birmingham, Birmingham, United Kingdom Succession Wealth Full time

    Job Title: Data and Systems ArchitectJob Type: Full-time, ContractLocation: Remote or Hybrid from Succession Wealth's UK OfficesContract Duration: 6 Months with Potential for ExtensionDay Rate: £450 - £500 (DOE)Succession Wealth is a leading Financial Advisory firm with a network of Wealth Planners across the UK, providing high-quality financial advice to...

  • Data & Systems Architect

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Succession Wealth Full time

    Succession Wealth is a leading UK-based Financial Advisory firm with a network of Wealth Planners providing high-quality financial advice to a diverse clientele. Due to a company-wide initiative focused on enhancing the efficiency and integration of our systems, we are seeking a skilled Data and Systems Architect. This role will be instrumental in supporting...

  • Data & Systems Architect

    21 hours ago

    Birmingham, Birmingham, United Kingdom Succession Wealth Full time

    Succession Wealth is a leading UK-based Financial Advisory firm with a network of Wealth Planners providing high-quality financial advice to a diverse clientele. Due to a company-wide initiative focused on enhancing the efficiency and integration of our systems, we are seeking a skilled Data and Systems Architect. This role will be instrumental in supporting...

  • Wealth Management Specialist

    16 hours ago

    Birmingham, Birmingham, United Kingdom Goldman Sachs Full time

    Job Summary:We are seeking a highly skilled and motivated Wealth Management Specialist to join our team at Goldman Sachs. As a Wealth Management Specialist, you will be responsible for developing financial products with direct impact on millions of consumers.About the Role:In this role, you will have the opportunity to work on systems that will be the...

  • Wealth Management Specialist

    2 days ago

    Birmingham, Birmingham, United Kingdom Goldman Sachs Full time

    Job Summary:We are seeking a highly skilled and motivated Wealth Management Specialist to join our team at Goldman Sachs. As a Wealth Management Specialist, you will be responsible for developing financial products with direct impact on millions of consumers.About the Role:In this role, you will have the opportunity to work on systems that will be the...

  • Wealth Management Lawyer, Associate, Birmingham

    20 hours ago

    Birmingham, Birmingham, United Kingdom Goldman Sachs Full time

    About Goldman SachsAt Goldman Sachs, we are a leading global investment banking, securities and investment management firm. Our commitment to our clients, shareholders and the communities we serve drives our success.Our CultureWe believe that who you are makes you better at what you do. We foster and advance diversity and inclusion in our own workplace and...

  • Wealth Management Lawyer, Associate, Birmingham

    3 days ago

    Birmingham, Birmingham, United Kingdom Goldman Sachs Full time

    About Goldman SachsAt Goldman Sachs, we are a leading global investment banking, securities and investment management firm. Our commitment to our clients, shareholders and the communities we serve drives our success.Our CultureWe believe that who you are makes you better at what you do. We foster and advance diversity and inclusion in our own workplace and...

  • Enterprise Data Architect

    2 days ago

    Birmingham, Birmingham, United Kingdom Succession Wealth Full time

    Job Title: Data and Systems ArchitectJob Type: Full-time, ContractLocation: Remote or Hybrid from Succession Wealth's UK OfficesContract Duration: 6 Months with Potential for ExtensionDay Rate: £450 - £500 (DOE)Succession Wealth is a leading Financial Advisory firm in the UK, providing high-quality financial advice to a diverse range of clients. As part of...