Chartered Wealth Manager Vacancy

3 weeks ago


London, Greater London, United Kingdom Financial Divisions Full time
Key Responsibilities

We are looking for a Chartered Wealth Manager to join our team at Financial Divisions. As a key member of our Adviser team, your responsibilities will include creating bespoke investment plans for clients, conducting thorough financial analysis, and providing expert advice on pension, investments, tax planning, estate planning, retirement planning, cashflow modelling, protections, and mortgage services.

You will also be responsible for building strong relationships with clients, identifying new business opportunities, and collaborating with the team to develop innovative strategies to drive growth. This is an excellent opportunity for a motivated individual to work with a prestigious company and contribute to the growth of our business.



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