Financial Services Professional
3 weeks ago
Job Title: Wealth Manager
Job Description:
Franklyn Wealth Management is seeking a highly skilled Wealth Manager to join their team. As a Wealth Manager, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.
Key Responsibilities:
- Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored advice.
- Conduct thorough financial assessments, identifying areas for improvement and recommending suitable investment strategies.
- Work closely with clients to implement investment plans, ensuring seamless execution and ongoing support.
Requirements:
- Relevant qualifications in financial services, such as DipFA, IAD, CISI or equivalent QCF RDR level 4 qualification.
- Proven experience in wealth management or a related field, with a strong track record of delivering excellent client outcomes.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer:
- Bespoke support and training to ensure a smooth transition into the role.
- Opportunities to work with a range of clients, from private individuals to corporate entities.
- Access to specialist advice and technical support, ensuring you have the expertise you need to succeed.
Franklyn Wealth Management is committed to providing a collaborative and supportive environment, where you can thrive and develop your skills and expertise. If you are a motivated and ambitious individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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