Wealth Management Consultant

2 days ago


Cambridge, Cambridgeshire, United Kingdom CV-Library Full time
Unlock New Opportunities
As a Pension and Investment Advisor at Recruit Wealth Ltd, you will play a key role in delivering exceptional client experiences and driving business growth. With our client's private equity backing, this is an exciting time to join a dynamic team and contribute to shaping the future of financial planning in the UK.

What We Offer
An annual salary of £120,000 - £180,000, depending on experience, plus excellent bonuses. Our competitive compensation package reflects the importance we place on attracting and retaining top talent. You'll also enjoy a range of benefits, including home/office working flexibility, comprehensive training and development opportunities, and the chance to work with a leading provider of financial planning services.

About the Role
This newly created advisory role offers a unique opportunity to build on our client's success in the Cambridgeshire area. You will work closely with experienced colleagues to develop and implement tailored solutions for private clients, leveraging your expertise in pension and investment advice. If you're passionate about delivering exceptional client outcomes and driving business growth, we'd love to hear from you.

Why Join Us?
We're committed to providing a supportive and inclusive work environment that fosters collaboration, innovation, and continuous learning. Our team is passionate about making a positive impact on people's lives through financial planning and wealth management. By joining us, you'll become part of a dynamic organisation that values integrity, expertise, and customer satisfaction.

Requirements
To succeed in this role, you'll need:
  • Strong knowledge of pension and investment advice to private clients
  • CAS, FCA registered etc
  • A proven track record of delivering exceptional client experiences
  • Excellent communication and interpersonal skills


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