Wealth Management Consultant

3 weeks ago


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

Wealth Management Consultant – Oversee a diverse portfolio of clients

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 Estate Planning and Powers of Attorney services, among others. With a solid 20-year foundation in financial advisory, they have cultivated a robust client base that continues to expand organically.

The ideal candidate will be an experienced Consultant who values the importance of fostering personal and enduring relationships with clients. This role is designed for those who are passionate about delivering unbiased financial advice and managing wealth portfolios effectively. You will be responsible for addressing the complete financial management needs of your clients, ensuring their requirements are met while encouraging them to continue utilizing and recommending the firm’s services.

Key Responsibilities:

  • Manage an established client portfolio
  • Provide holistic financial advice tailored to individual client needs
  • Develop and maintain strong relationships with high net worth clients
  • Utilize your expertise to enhance client satisfaction and retention

Candidate Requirements:

  • Proven experience in a Wealth Management role
  • Must possess relevant UK Financial Planning qualifications
  • Demonstrated ability to manage high net worth clients
  • Experience in delivering independent financial advice across the market
  • Willingness to contribute to business development is a plus, though not mandatory

If you are currently engaged in a Wealth Management capacity and are committed to providing comprehensive financial solutions, we encourage you to explore this opportunity with our client. They are eager to connect with professionals who share their dedication to client service and financial excellence.



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