Wealth Manager

1 week ago

Anglesey, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Overview

We are seeking a skilled Wealth Manager to join our prestigious financial advice firm in North Wales. As a Self Employed Financial Adviser, you will provide expert guidance on suitable investments, private pensions, tax planning, and insurance products to our clients.

Your primary responsibility will be to service an allocated existing client bank and build relationships to develop new business opportunities. You will work closely with administrators and paraplanners to deliver exceptional results.

Earnings/Benefits:

  • Competitive earnings - £50k-£60k+ OTE
  • Client bank to inherit immediately
  • Remote role - home based
  • Reputable financial planning firm

Requirements:

  • Level 4 Diploma in Financial Planning
  • Financial Advice experience
  • Relationship-building skills

  • Wealth Management Expert

    2 weeks ago

    Isle Of Anglesey, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Wealth Management ExpertCompany Overview: Our client, a reputable financial planning firm, is seeking a Self Employed Financial Consultant to join their team in North Wales. As a leading provider of financial advice services, they cater to a diverse range of clients, including MA and HNW individuals.Job Description: In this role, you will be...

  • Self Employed Financial Consultant

    1 week ago

    Isle Of Anglesey, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Self Employed Financial ConsultantJob Summary: Recruit UK is seeking a highly skilled Wealth Management Expert to join a well-established financial advice firm in North Wales. As a key member of the team, you will provide expert advice on investments, pensions, tax planning, and insurance products to clients across various industries.Key...

  • Financial Services Professional

    2 weeks ago

    Isle Of Anglesey, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial Services ProfessionalOverview: Recruit UK, a certified B Corp, is working on an exciting opportunity for a Wealth Management Expert to join a well-established financial advice firm in North Wales. The role involves providing expert advice on suitable investments, private pensions, tax planning, and insurance products to clients across...