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Holistic Wealth Manager

1 month ago

Manchester, United Kingdom MI Search Full time

We are looking for a highly skilled Holistic Wealth Manager to join our team at MI Search in Manchester.

About the Role:

  • Client Relationships: Build strong, trusting relationships with high net worth clients, providing personalized financial planning solutions that meet their evolving needs.
  • Report Preparation: Develop and maintain detailed reports that outline client suitability, investment strategies, and risk management plans.
  • Tech Support: Collaborate with our technical team to ensure seamless integration of new technologies and systems, enhancing overall efficiency and productivity.

Key Skills and Qualifications:

  • Candidate Requirements: A degree in a relevant field, such as finance or accounting, and a proven track record in financial planning and analysis.

Benefits:

  • Competitive Salary: An attractive salary range of £35,000 - £50,000 per annum, reflecting your skills and experience.
  • Professional Development: Opportunities for ongoing training and professional development, ensuring you stay up-to-date with industry trends and best practices.

About MI Search:

  • Company Overview: MI Search is a leading recruitment agency specializing in the placement of top talent in the financial services sector.