Senior Wealth Manager

4 days ago


Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full time
Job Title

Sr. Wealth Manager

About the Role

We are looking for a Sr. Wealth Manager to join our team in the UK. The role is fully remote and offers a competitive salary of £100,000+.

The ideal candidate will have a minimum Diploma and experience as a Financial Adviser/Planner. They will be responsible for providing expert financial planning services to clients and working closely with our Business Development Team.

This is an excellent opportunity for a driven and ambitious individual who is looking to take their career to the next level. We offer full paraplanning support, new business introductions, market leading software, and tailored exit strategies.

Required Skills and Qualifications
  • Minimum Diploma in a relevant field
  • Experience as a Financial Adviser/Planner
Benefits

We offer a range of benefits including:

  • Competitive salary of £100,000+
  • Full paraplanning support
  • New business introductions
  • Market leading software
  • Tailored exit strategies


  • Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full time

    We are looking for an experienced Senior Wealth Manager to join our team. This is a unique opportunity for a driven and ambitious individual who wants to take their career to the next level. As a Senior Wealth Manager, you will be responsible for managing client relationships, identifying new business opportunities, and working closely with our Business...


  • Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full time

    Job OverviewWe are seeking an experienced Senior Wealth Manager to join our team at Pinstripe Personnel. As a Financial Advisor, you will be responsible for providing expert financial planning and advice to clients across the UK.

  • Senior Wealth Manager

    2 weeks ago


    Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Company Overview: Ernest Gordon Recruitment Limited is a leading recruitment agency focused on growth through organic growth as well as yearly acquisitions.Salary: £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsJob Description:Wealth Management OpportunitiesThis role involves providing full financial advisory...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Take Your Career to the Next Level as a Senior Wealth Management ProfessionalBirmingham (Hybrid)£50,000 to £60,000 per annum + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsThis is an exciting opportunity for an experienced Financial Advisor to join our team and take on a new challenge. As a Senior Wealth Management Professional, you...


  • Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full time

    Pinstripe Personnel is a leading wealth planning firm based in the UK, providing bespoke financial solutions to individuals and families. As a Senior Wealth Management Consultant, you will play a key role in shaping the company's growth and success.Salary: £100,000+ per annum. This position offers an exceptional opportunity for a driven and ambitious...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionIn this role, you will oversee the T&C function for our client's wealth management firm. Your primary responsibilities will include:* Developing and implementing effective T&C policies and procedures* Providing ongoing training and development to ensure team members have the necessary skills and knowledge to perform their duties effectivelyYou...


  • Birmingham, Birmingham, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates Ltd is thrilled to partner with a leading national wealth management firm to recruit for an experienced Senior Financial Planner for their Birmingham office. This role offers an exciting opportunity to develop your own client portfolio with the primary focus on new business.**Job Summary**The ideal candidate will have a good level...


  • Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full time

    At Pinstripe Personnel, we are looking for a skilled Senior Wealth Planner to join our team. This is an excellent opportunity for a driven and ambitious individual who wants to take their career to the next level.The role is fully remote, allowing you to work from anywhere in the UK. As a Senior Wealth Planner, you will be responsible for providing expert...


  • Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full time

    About the RoleWe are seeking an experienced Financial Planner to join our team as a Senior Wealth Planner. The ideal candidate will have a proven track record of success in wealth planning and will be able to demonstrate strong analytical and problem-solving skills.The successful candidate will be responsible for managing client relationships, developing and...


  • Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full time

    Opportunity DescriptionRegional Recruitment Services is seeking a senior advisor for wealth management to join our team in the UK. This is a full-time, permanent position offering career growth and development opportunities.The ideal candidate will bring:Significant experience in financial advisingExceptional service and regulatory knowledgeThe ability to...


  • Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full time

    Jenson Fisher Consulting Ltd is a leading Wealth & Investment Management firm seeking a skilled Paraplanner to join our team. The successful candidate will play a key role in creating tailored solutions for our clients, utilizing their expertise in report writing and analysis of complex financial data.Key ResponsibilitiesWorking closely with experienced...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    As a Wealth Management Expert at Premier Jobs UK Limited, you will be responsible for providing expert guidance on wealth management best practices to our clients.This role involves developing and delivering training programs, creating educational content, and advising on investment strategies.Key skills and qualifications required for this role...


  • Birmingham, Birmingham, United Kingdom Okailgroup Full time

    Job Title: Wealth Management SpecialistOkailgroup is seeking a skilled Wealth Management Specialist to provide support and assistance to our branch/desk. As a key member of our team, you will be responsible for adapting to changing responsibilities and using your expertise to provide professional support to those using our department's resources.Key Areas of...


  • Birmingham, Birmingham, United Kingdom WeAreTechWomen Full time

    We Are Tech Women is seeking a highly skilled Wealth Management Consultant to join our Wealth Management division. As a specialist in wealth management, you will be responsible for providing expert advice and guidance to clients.About the RoleThe ideal candidate will have a proven track record of delivering exceptional results in a customer-facing...


  • Birmingham, Birmingham, United Kingdom Okailgroup Full time

    Job Description:We are seeking a Wealth Management Specialist to join our team at Okailgroup. As a Wealth Management Specialist, you will be responsible for providing support and assistance to our branch/desk, adapting to changing responsibilities and using them as opportunities for learning and professional growth.The ideal candidate will possess a...


  • Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full time

    About the JobWe are Regional Recruitment Services, a leading provider of recruitment services to the financial sector. We are currently seeking an Experienced Wealth Manager to join our advisory team in the UK.As an Experienced Wealth Manager, you will be responsible for providing expert advice to clients on wealth management solutions, including pensions...


  • Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full time

    Pinstripe Personnel, a leading Wealth Planning firm, is currently seeking a highly skilled Wealth Management Specialist to join their team.This is a unique opportunity to work with a forward-thinking company that prioritizes innovation and customer satisfaction.We are looking for a results-driven and ambitious individual who is passionate about delivering...


  • Birmingham, Birmingham, United Kingdom Greatmans Consulting Ltd Full time

    Job Opportunity:A Wealth Management Consultant role has become available at Greatmans Consulting Ltd, a truly independent Chartered Financial Planning firm. As an HNW Financial Specialist, you will have the opportunity to develop a book of high net worth clients from leads provided and your own network.About the Role:This is a fantastic opportunity for a...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    We are seeking a skilled Wealth Management Specialist to join our team in Birmingham! As a Financial Advisor, you will have the chance to work from home with quality leads and existing clients, while being part of a renowned IFA firm.Your key responsibilities will involve providing expert financial advice to clients, building and maintaining strong...


  • Birmingham, Birmingham, United Kingdom Bank of America Full time

    Become a Wealth Management Professional at Bank of America and take advantage of our comprehensive wealth management and investment products and services. Our team of experienced advisors is dedicated to helping clients pursue their financial goals and achieve success.About the JobThis role involves partnering with Financial Advisor teams to build their...