Experienced Wealth Manager

3 days ago


Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full time

About the Job

We 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 and investments.

Your responsibilities will include:

  • Offering technical and investment advice on a range of wealth management needs
  • Building and maintaining strong, long-term client relationships
  • Conveying complex information in a clear and concise manner
  • Staying informed on current affairs that may impact clients
  • Clearly explaining the advantages and disadvantages of recommended products and services
  • Conducting research and data analysis for client planning and special projects
  • Keeping up-to-date with relevant regulations and legislation
  • Complying with Financial Conduct Authority (FCA) guidelines and compliance procedures
  • Handling client matters openly, honestly, and with integrity

Salary and Benefits

The estimated salary for this role is £70,000 - £90,000 per annum, depending on experience. You will also receive a range of benefits, including:

  • A competitive salary and bonus scheme
  • A group pension scheme
  • Life assurance
  • Income protection
  • Health cash plan

if you have at least 2 years of experience as a Financial Adviser and a Level 4 Diploma in Financial Planning, we encourage you to apply for this exciting opportunity.



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