Wealth Management Specialist

5 days ago


Barnsley, Barnsley, United Kingdom Recruit UK | Certified B Corp™ Full time

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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