Strategic Wealth Manager

2 months ago


Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description: Strategic Wealth Manager

We are seeking a highly motivated and experienced Strategic Wealth Manager to join our team at Artemis Recruitment Consultants Ltd in Leeds.

As a Strategic Wealth Manager, you will be responsible for managing a portfolio of clients and providing them with comprehensive financial guidance and advice. Your expertise will help clients achieve their long-term financial goals and secure their financial futures.

Key Responsibilities:

  • Develop and implement customized financial plans tailored to each client's unique needs and goals.
  • Provide ongoing support and guidance to clients, helping them navigate complex financial markets and make informed decisions.
  • Build strong relationships with clients and communicate effectively with them to understand their financial objectives.
  • Stay up-to-date with industry trends and market developments to provide clients with timely and relevant advice.
  • Collaborate with other professionals to deliver exceptional results and exceed client expectations.

Requirements and Skills:

  • Proven working experience as a Financial Adviser or Financial Planner.
  • Strong track record of delivering high-quality financial guidance and achieving client satisfaction.
  • Exceptional communication, interpersonal, and problem-solving skills.
  • Ability to work independently and as part of a team to drive results.
  • Current certificate of qualifications (FCA, CII, DipFA, CISI, etc.).
  • Degree in Finance or a related field preferred.

Salary: £50,000 - £70,000 per annum.



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