Senior Wealth Management Specialist

19 hours ago


Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time
Job Overview

Cathedral Appointments | South West Recruitment is seeking an experienced Senior Wealth Management Specialist to lead and grow our business.

This is an exciting opportunity for a highly motivated professional who excels in client relationships and business development.

The role offers a hybrid working model, 2 days a week in the office and visiting clients as required.

Main Responsibilities:
  • Achieve fee income targets by providing personalized advice and creating strategic financial plans (£60k minimum)
  • Develop new business through networking with clients, introducers, and professionals
  • Deliver timely and compliant advice and management information
  • Conduct in-depth client reviews and provide ongoing financial planning
Requirements:
  • Diploma in Financial Planning (or FCA-approved equivalent)
  • Passion for networking and attracting new clients
  • Excellent interpersonal skills
Benefits:
  • 25 days annual leave + bank holidays
  • Birthday off
  • Employee Assistance Programme
  • Enhanced Maternity and Paternity pay
  • Workplace pension
  • Loyalty bonus
  • Discounted financial support/advice
  • Two company socials per year

We offer a competitive salary up to £75k depending on experience.



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