Wealth Management Executive
5 days ago
We are excited to announce a new opportunity for a Wealth Management Executive to join our team at Deerfoot Recruitment Solutions Limited.
This is a full-time, permanent role with 3 days office-based and 2 days remote working. The successful candidate will have the opportunity to work with a boutique wealth management firm based in Basildon, Essex, with free onsite parking.
We offer a competitive salary of £45,000-£55,000 negotiable, plus a range of benefits including discretionary bonus, share options, pension plan, and 25 days annual leave + bank holidays.
The ideal candidate will have experience in wealth management and be able to provide exceptional client service. Key responsibilities include:
- Building and maintaining relationships with clients to deliver tailored wealth management solutions
- Managing client portfolios to ensure alignment with their financial goals and risk tolerance
- Staying up-to-date with market trends and regulatory requirements to provide expert advice to clients
We are looking for a highly motivated and customer-focused individual with excellent communication skills. If you have the right skills and experience, please apply today.
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