Wealth Management Consultant

6 days ago


Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Overview

We are seeking a seasoned Financial Adviser to join our team at Recruit UK | Certified B Corp™.

This is an opportunity for an experienced professional to take the next step in their career, leveraging quality skills in maintaining and growing client relationships.

About the Role

The successful candidate will inherit a readily available client bank, allowing them to focus on nurturing and servicing existing clients while driving business growth.

Maintaining excellent communication and relationship management skills will be key to this role.

Key Responsibilities
  • Client Relationship Development: Maintain and grow client relationships through exceptional communication and relationship management skills
  • Independent Financial Advice: Provide fully independent holistic financial advice across investments, pensions, and other areas
Benefits
  • Competitive Salary: £60,000 (dependent on skill set, qualifications, and experience)
  • Parking provided
  • Pension contribution
  • DIS
  • Study and exam support
  • Lovely office environment
  • Birthday off
Requirements
  • Previous experience as a Financial Adviser within a wealth management company
  • Strong relationship management skills
  • Excellent written and verbal communication skills


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