Senior Wealth Management Specialist

4 weeks ago


Gateshead, Gateshead, United Kingdom TC Group Full time
Join Our Team as a Senior Wealth Management Specialist

We are seeking a highly skilled and experienced Wealth Management Specialist to join our team at TC Group.

In this role, you will provide expert advice on various financial matters, including investment planning, company investments, inheritance tax planning, pensions, life and protection.

The ideal candidate will possess a Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers, previous experience working with accountants, and excellent communication skills.

Responsibilities:

  • Developing and implementing comprehensive financial plans
  • Providing ongoing financial guidance and support
  • Building and maintaining strong relationships with clients
  • Staying up-to-date with industry developments and best practices

Benefits:

  • Competitive salary: £60,000 - £80,000 per annum
  • Excellent benefits package, including life assurance, private medical insurance, and hybrid working
  • Ongoing training and development opportunities


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