Expert Wealth Manager
7 days ago
We are looking for an Expert Wealth Manager to join our client's team in Sheffield. As a key member of the team, you will provide high-quality financial advice to High Net Worth individuals and businesses, helping them achieve their financial goals.
The ideal candidate will have a strong background in pensions, investments, and financial planning, with excellent communication and interpersonal skills. Chartered status or working towards it would be advantageous.
This role involves:
Main Responsibilities- Delivering tailored financial solutions to clients, ensuring compliance with regulatory requirements.
- Developing and maintaining strong relationships with clients, growing the client base through referrals and new business opportunities.
The salary for this role is £65,000 - £85,000 per annum, based on experience. The benefits package includes:
- Excellent basic salary
- Existing client bank
- Full admin and paraplanning support
- Competitive bonus structure
- 25 days holiday + Bank holidays
- Hybrid working
- Private health insurance
- Death in service cover
- Excellent Training and Development
- Company pension
We are a specialist recruitment agency dedicated to placing talented professionals in financial services roles. Our team has extensive industry knowledge and provides personalized service to our clients and candidates.
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Wealth Management Expert
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Wealth Management Specialist
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Wealth Management Expert
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Senior Wealth Management Specialist
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Experienced Wealth Management Professional
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Self-Employed Financial Advisor
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Personal Wealth Expert
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Wealth Management Consultant
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Financial Planning Advisor
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Wealth Management Consultant
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Expert Wealth Management Professional
3 days ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeCompany OverviewWe are a highly respected and independent wealth management practice based in the Sheffield area. Our reputation for providing trusted financial solutions to High Net Worth individuals and businesses has earned us a strong client base.
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Senior Financial Consultant
2 weeks ago
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Wealth Management Professional
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Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeWealth Management Career OpportunityA well-established Wealth Management Company is seeking a motivated and enthusiastic Junior Financial Adviser to join their team in the UK.This role offers an excellent chance to develop your skills and knowledge in wealth management, work with a full client bank, and progress your career in the industry.Key...
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Wealth Advisory Professional
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Wealth Management Consultant
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Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeWe are seeking an experienced Financial Adviser to join our client's independent wealth management practice in the Sheffield area. This prestigious role offers a basic salary and the opportunity to work with a highly respected team.About the RoleThis is an exciting opportunity to work with a dynamic and forward-thinking team, delivering high-quality...
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Financial Planning Professional
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