Experienced Wealth Management Specialist

5 days ago


Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full time

Are you a highly motivated and proactive individual seeking a new challenge in financial services? Regional Recruitment Services is currently recruiting for an Experienced Wealth Management Specialist to join our team in the UK.

About the Role

This full-time, permanent position offers a competitive salary, ranging from £55,000 to £75,000 per annum, depending on experience. As a key member of our advisory team, you will provide clients with a proactive, holistic financial planning service, ensuring they receive accurate and personalised advice tailored to their objectives.

  • Offering technical and investment advice on a range of wealth management needs
  • Building and maintaining strong, long-term client relationships
  • Conveying complex information in a clear and concise manner
  • Staying up-to-date with relevant regulations and legislation
  • Complying with Financial Conduct Authority (FCA) guidelines and compliance procedures
  • Handling client matters openly, honestly, and with integrity

Requirements

To be successful in this role, you will need to hold a Level 4 Diploma in Financial Planning, have at least 2 years of experience as a Financial Adviser, and possess a strong knowledge of pensions and wealth management solutions.

Benefits

You will also receive a comprehensive benefits package, including group pension, life assurance, income protection, and health cash plan. Our flexible benefits scheme allows you to select options that best suit your needs.



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