Wealth Management Specialist

6 days ago


Nottingham, Nottingham, United Kingdom CleverHR Full time

We are looking for a Wealth Management Specialist to contribute to the success of our business by further developing the existing client bank, gaining referrals where possible, and strengthening client relationships. The estimated salary for this role is £50,000 - £60,000 per annum.

About the Position

This role involves bringing new clients to the business, establishing financial plans for their financial goals and aspirations, and maintaining a high profile for both self and the firm in the local business and professional sectors. The successful candidate will also need to consistently comply with legislative, financial, procedural, and quality requirements.

Requirements
  • Diploma qualified to Level 4 and ideally working towards Chartered status.
  • Able to operate within a compliant framework and adhere to corporate and regulatory quality standards.
  • Strong communication and presentation skills with the ability to plan and prioritise workloads.


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