Wealth Management Consultant

4 weeks ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time £60,000
Position Overview

As a Wealth Management Consultant, you will be entrusted with an established portfolio of clients within the financial services sector. Your primary responsibility will be to manage ongoing financial strategies, ensuring a high level of client satisfaction and retention.

Key Responsibilities
  • Oversee the financial planning and advisory services for an existing client base.
  • Focus on maintaining strong relationships with clients to foster loyalty and trust.
  • Utilize the provided client portfolio as a foundation for your role, while actively seeking opportunities to expand your business.
What We Offer

This role provides a solid starting point for your career in financial advisory, with a client bank that supports your income potential. You will have the opportunity to enhance your skills in financial planning and client management, contributing to both your professional growth and the success of our clients.



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