Wealth Management Specialist
5 days ago
About Our Client:
Our client is a well-established, independent wealth management firm based in Barnsley. They provide truly unbiased financial advice and specialize in retirement and pension planning, mortgages, investments, and financial protection.
About the Job:
We are seeking a Wealth Management Specialist to join our client's strong advice team. The ideal candidate will have Level 4 Diploma in Regulated Financial Planning and experience in regulated financial advice. The role offers a competitive starting salary of £50,000+ OTE £75k and excellent bonus scheme.
Key Responsibilities:
- Join a strong advice team
- Receive full professional support
- Manage and develop an existing client bank
Benefits:
- Starting salary c£50,000+ OTE £75k
- Excellent bonus scheme
- Home based role, access to offices in Barnsley
- HNW Client bank approx. 80 households + Leads provided
- Paraplanning and Admin support
- Study/Exam support
- 35 days holidays incl BH
- Salary sacrifice to buy extra week hols
- Pensions, Death in service, private health
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