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Wealth Manager

2 months ago

Manchester, United Kingdom Franklyn Full time

Job Opportunity at Franklyn Wealth Management

About the Role:

We are seeking a highly skilled and experienced Wealth Manager to join our team at Franklyn Wealth Management. As a Wealth Manager, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored advice and solutions.
  • Conduct thorough financial assessments and create personalized financial plans for clients.
  • Stay up-to-date with market trends and regulatory changes, ensuring clients receive the best possible advice.
  • Work collaboratively with other team members to ensure seamless client service and support.

Requirements:

  • Minimum of 2 years' experience in Wealth Management or a related field.
  • Strong knowledge of financial products and services, including investments, pensions, and tax planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.

What We Offer:

  • A competitive salary and bonus structure.
  • Ongoing training and professional development opportunities.
  • A collaborative and supportive team environment.
  • The chance to work with a leading financial services company and make a real difference in the lives of our clients.

How to Apply:

If you are a motivated and experienced Wealth Manager looking for a new challenge, please submit your application, including your resume and a cover letter outlining your experience and qualifications.