Wealth Management Specialist

3 days ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Summary:

We are seeking a skilled Wealth Director to manage investment portfolios, make recommendations, and ensure compliance with regulatory requirements.

Key Responsibilities:

  1. Prospecting and contacting potential clients
  2. Making sure sufficient client information is obtained before any recommendation is made
  3. 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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