Senior Wealth Manager

1 week ago


Knowsley, United Kingdom EFE Personnel Limited Full time
About the Position

We are seeking an experienced Wealth Manager to join our team at EFE Personnel Limited.

This permanent, full-time role is based in North West England, Merseyside, St Helens and offers a salary of circa £50,000 per annum + bonus.

Main Responsibilities
  1. Provide expert financial advice to clients on investments, pensions, insurance, and other financial products.
  2. Develop and maintain a deep understanding of financial markets and regulations to stay ahead of the curve.
  3. Build strong relationships with clients through effective communication and interpersonal skills.
  4. Produce accurate and comprehensive financial reports for clients.
  5. Identify opportunities for growth and development within the organization.

As a member of our team, you will have access to ongoing training and professional development opportunities to enhance your skills and knowledge.



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