Wealth Management Specialist
3 days ago
Job Summary:
We are seeking a skilled Wealth Director to manage investment portfolios, make recommendations, and ensure compliance with regulatory requirements.
Key Responsibilities:
- Prospecting and contacting potential clients
- Making sure sufficient client information is obtained before any recommendation is made
- Maintaining all standards of performance as required by the firm
Requirements:
- Good understanding of relevant legislation
- Previous experience within financial services
What We Offer:
A competitive salary (£60,000 - £80,000), comprehensive training, and opportunities for career growth.
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