Wealth Management Consultant

1 week ago


Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

We are looking for a skilled Wealth Management Consultant to manage a portfolio of clients in the Wolverhampton, Bridgnorth, and Birmingham areas. As a Financial Adviser, you will be responsible for providing expert financial planning and advisory services to meet the complex needs of your clients.

The ideal candidate will have a minimum of 2 years' experience in financial planning or a related field, strong knowledge of financial products and services, and excellent communication and interpersonal skills.

Job Description:

  • Develop and implement comprehensive financial plans tailored to individual client needs.
  • Provide outstanding financial planning and advisory services to a diverse portfolio of clients.
  • Build and maintain long-term relationships with clients through exceptional customer service and regular communication.
  • Identify and pursue new business opportunities to drive growth and expansion.

Benefits:

  • £45,000 - £60,000 per annum (dependent on experience).
  • Ongoing professional development and training opportunities.
  • Opportunity to work with a diverse portfolio of clients.


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