Wealth Management Consultant

4 weeks ago


Bristol, Bristol, United Kingdom Financial Divisions Full time
Position Overview

Wealth Management Consultant – Oversee a diverse client portfolio

Location: Bristol Area

Compensation: Competitive base salary with potential earnings in the first year

Our client, a reputable Wealth Management firm, is seeking a dedicated Wealth Management Consultant to join their team. This organization is supported by a vast network that enables them to provide comprehensive financial guidance across various sectors, including Pensions, Investments, Tax Strategy, Inheritance Tax, Mortgages, and Protection Services. They also extend their offerings to include Wills, Trusts, and Powers of Attorney assistance, among other services.

With over two decades of experience in the financial planning industry, this firm has cultivated a robust client base that continues to expand organically. They are looking for an experienced Consultant who values building personal and enduring relationships with clients, while also developing new connections with individuals seeking impartial advice on their financial portfolios.

The successful candidate will be responsible for managing the complete wealth management needs of clients, ensuring their requirements are met, and fostering ongoing relationships that encourage clients to utilize and recommend the firm's services.

This role is ideal for Wealth Management Consultants with a solid track record in managing client portfolios and who are passionate about the service and technical aspects of financial advising. Candidates should be committed to providing holistic wealth management solutions, always prioritizing the best interests of their clients.

Key Responsibilities:

  • Manage an established client portfolio
  • Work within commuting distance of Bristol
  • Possess relevant UK Financial Planning qualifications
  • Demonstrate experience in managing high net worth clients
  • Provide independent financial advice across the full market spectrum
  • New business development is welcomed but not mandatory

If you are currently engaged in a Private Client Wealth Management role and are providing comprehensive financial advice, we encourage you to consider this opportunity with our client.



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