Experienced Wealth Manager

1 day ago


West Bromwich, Sandwell, United Kingdom Regional Recruitment Services Careers Full time

Regional Recruitment Services Careers is a leading provider of recruitment services, offering a unique opportunity for experienced financial advisers to join our advisory team in the UK. As a member of our team, you will play a key role in delivering high-quality advisory services to clients, providing expert advice and guidance on wealth management needs.

About the Role

The successful candidate will be responsible for working closely with clients to understand their objectives and develop tailored advice solutions. Key responsibilities will include:

  • Providing technical and investment advice to clients
  • BUILDING AND MAINTAINING STRONG CLIENT RELATIONSHIPS
  • COMMUNICATING COMPLEX INFORMATION IN AN EASY-TO-UNDERSTAND MANNER
  • REMAINING UP-TO-DATE ON CURRENT MARKET TRENDS AND REGULATORY CHANGES
  • EXPLAINING PRODUCT BENEFITS AND RISKS TO CLIENTS
  • CONDUCTING RESEARCH AND DATA ANALYSIS FOR CLIENT PLANNING AND SPECIAL PROJECTS
  • Maintaining knowledge of relevant regulations and compliance procedures
  • HANDLING CLIENT MATTERS WITH INTEGRITY AND PROFESSIONALISM
Salary and Benefits

We offer a competitive salary of £62,500 - £82,500 per annum, depending on experience. Additionally, you will have access to ongoing training and development opportunities, as well as a range of benefits, including health insurance and pension scheme.



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