Wealth Management Consultant

4 weeks ago

Epsom, Surrey, United Kingdom Financial Divisions Full time
Position Overview

Wealth Management Consultant – oversee a portfolio of high-net-worth clients – Competitive salary with performance bonuses

Our client, a prestigious Chartered independent wealth management firm, is seeking a dedicated Wealth Management Consultant. This firm specializes in providing comprehensive financial guidance to affluent individuals, families, and business owners. They pride themselves on their holistic approach to wealth management, catering to clients with assets ranging from substantial investments to complex financial needs.

The firm currently manages a diverse clientele, ensuring tailored advice on various financial matters including retirement strategies, investment portfolios, tax optimization, and risk management. Their commitment to exceptional service has fostered long-lasting relationships with clients, some of whom have been with the firm for decades.

Recognized for their excellence in the industry, the firm actively participates in community initiatives and supports numerous charitable endeavors. Client satisfaction is paramount, leading to a remarkable retention rate. The support structure includes a skilled team of administrators and paraplanners, all encouraged to pursue professional development through continuous education and industry certifications.

The Managing Director is establishing a new position for a Wealth Management Consultant who will take charge of a segment of the existing client portfolio. The clientele is primarily located in various regions, with opportunities for international engagement. This role focuses on client servicing and is ideal for candidates with experience in independent wealth management, capable of handling intricate financial cases and possessing the professionalism required to manage the firm’s most valued clients. Comprehensive administrative and paraplanning support will be provided, along with a dedicated Operations Manager. While the primary focus is on servicing existing clients, there is also the potential for business development.

Compensation: Competitive salary with performance-based bonuses

Benefits: Comprehensive benefits package and generous leave allowance

Key Responsibilities:

  • Manage a portfolio of high-net-worth clients
  • Provide full administrative and paraplanning support
  • Engage in both face-to-face and virtual client meetings

If you are interested in this opportunity or would like to learn more about other positions available, please reach out for further information.

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