Wealth Management Specialist

2 days ago


Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

We are looking for a Wealth Management Specialist to join our team at Cathedral Appointments | South West Recruitment in Barnstaple. As an Independent Financial Advisor, you will be responsible for assisting clients in understanding and managing their financial goals by providing personalised advice and creating strategic financial plans.

This is an exciting opportunity for an experienced IFA who excels in client relationships and business development. The role offers a hybrid working model, 2 days a week in the office and visiting clients as required. You will achieve fee income targets and develop new business through networking with clients, introducers, and professionals.

Job Description:

Up to £75k DOE | Hybrid | Barnstaple

As an Independent Financial Advisor, you will assist clients in achieving independence by providing personalised advice and creating strategic financial plans.

Key Responsibilities:

  • Achieve fee income targets and manage client relationships effectively
  • Develop new business by networking with clients, introducers, and professionals
  • Ensure timely, compliant delivery of advice and management information
  • Conduct in-depth client reviews and provide ongoing financial planning

Benefits:

  • Competitive salary of up to £75k DOE
  • 25 days annual leave + bank holidays
  • An extra day off for your Birthday
  • Employee Assistance Programme
  • Enhanced Maternity and Paternity pay
  • Workplace pension
  • Loyalty in service bonus
  • Discounted financial support/advice
  • 2 company socials per year


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