Senior Wealth Manager

4 days ago


Blackpool, Blackpool, United Kingdom CV-Library Full time
Job Summary

This position involves servicing existing high net worth clients and developing new relationships, providing expert advice on pension, investment, and protection strategies.

Key Responsibilities:

  • Servicing existing high net worth clients
  • Developing new relationships with HNW clients
  • Providing expert advice on pension, investment, and protection strategies

About You

To be successful in this role, you will have extensive experience in financial planning (CAS, FCA registered) with a strong track record in providing pension, investment, and protection advice to private clients.

Your Benefits

The company offers an attractive advisory role with a salary up to £70,000 and excellent bonus potential through initial fees, new business, and recurring income.



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