Home-Based Wealth Manager

2 days ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time
About the Role

We are looking for a Home-Based Wealth Manager to take over an existing client bank, either from an internal change or a retiring Adviser, and design strategies to meet their goals.

You will deliver advice through a combination of in-person meetings, Microsoft Teams sessions, and remote work, delivering high-quality advice to clients and converting business opportunities into a portfolio.



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