Senior Wealth Manager

13 hours ago


Colchester, Essex, United Kingdom Financial Divisions Full time

As a Senior Wealth Manager with Financial Divisions in Colchester, Essex, you will be responsible for managing a client bank generated from a retiring adviser over the next 3 years, while bringing on new clients to expand your portfolio.

We are seeking a skilled financial professional with at least 3 years of experience working with high net worth individuals, providing quality services and developing new business opportunities.

About the Role: This is an excellent opportunity to join a reputable company like Financial Divisions, which has built a strong reputation for providing expert financial advice to families, retirees, and professionals. Our clients value our personalized approach and commitment to delivering exceptional service.

Main Responsibilities:

  • Manage existing client relationships
  • Develop new business opportunities

Salary and Benefits: The estimated salary for this role is £62k - £82k per annum, plus an attractive benefits package and bonus structure.



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