Advisory Role in Financial Planning

1 day ago


Bristol, Bristol, United Kingdom Coronation Wealth Management Full time

Career Opportunities in Financial Planning with Coronation Wealth Management

We are seeking an ambitious and results-driven individual to join our successful team as an Associate Wealth Manager. Located in South Bristol, we are part of St. James's Place, one of the leading wealth management companies in the UK.

Your role will involve working with clients to identify their financial needs and develop personalized solutions. Our company places great emphasis on supporting our Advisers, offering comprehensive training and development opportunities to ensure they remain at the cutting-edge of industry knowledge.

Our attractive package includes:

  • A highly competitive salary and bonus structure
  • Regular coaching and mentoring from our experienced team
  • Opportunities for career progression and specialisation
  • Pension scheme and other benefits

To excel in this role, you should possess exceptional interpersonal skills, be proactive and goal-oriented. Sales experience is advantageous but not mandatory.

Responsibilities include:

  • Delivering high-quality financial services to clients
  • Maintaining accurate records and reports
  • Participating in continuous learning and professional development

Salary Estimate: £50,000 - £70,000 per annum, depending on experience



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