Wealth Management Consultant

3 weeks ago


Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

Position: Wealth Management Consultant

Reference: 9048

Location: Nationwide (Remote)

Compensation: £60,000 with potential first-year earnings between £100,000-£120,000

Recruit UK is collaborating with a thriving Wealth Management firm that is expanding its Financial Planning division across the UK. They are seeking seasoned Financial Advisers who excel in client acquisition and possess a solid history of attracting new clientele.

The firm will ensure a steady stream of client opportunities throughout the UK, allowing you to concentrate on engaging and converting prospects. You will benefit from the assistance of a dedicated team of experts who will manage technical research, client support, and ongoing relationship management, enabling you to focus on business development. Client meetings will be conducted via video and in-person, eliminating the need for office presence.

What You Will Gain:

In addition to a first-year earning potential of up to £120,000, there is a transparent pathway to significantly increase your income, supported by evidence from the current team.

  • 14% employer pension contribution
  • Comprehensive dental and medical coverage
  • Up to 31 days of annual leave
  • Competitive parental leave policies
  • Support for professional growth and development

Candidate Requirements:

  • Level 4 Financial Advice Diploma (CII, CISI, LIBF)
  • Minimum of 5 years experience in advising high-net-worth private clients
  • Exceptional presentation abilities
  • Demonstrated success in acquiring new clients

If you are a motivated and ambitious professional seeking a role where your efforts are rewarded, we encourage you to explore this opportunity further.



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