Senior Wealth Manager

3 weeks ago


Croydon, Greater London, United Kingdom Placing Faces Full time
Job Overview: Senior Wealth Manager

Estimated Salary: £62,500 - £67,500 per annum + 25% bonus after validation

Location: Remote with the flexibility to work from home or in our Croydon office based in the South of England

About Placing Faces: As a leading independent financial advice and wealth planning company, we pride ourselves on delivering exceptional client service and expertise in financial planning.

As a Senior Wealth Manager, you will be responsible for managing complex financial plans for high net worth individuals and businesses. You must have a Level 4 diploma qualification as a minimum, CAS, and at least 2 years of experience as a Financial Planner.

The ideal candidate will have strong leadership skills, excellent communication skills, and the ability to work to deadlines. You will also be required to provide expert knowledge advice on investment, pension, and protection.

Benefits include:

  • Clients provided ready to service
  • Flexibility of working from home or in our office
  • Admin & paraplanning support

We offer a dynamic and challenging environment where you can develop your skills and expertise as a Senior Wealth Manager.



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