Financial Services Professional

3 weeks ago


Manchester, United Kingdom Franklyn Full time

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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