Expert Wealth Manager

7 days ago


Sheffield, Sheffield, United Kingdom NJR Recruitment Full time
Job Description

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.
What We Offer

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
About NJR Recruitment

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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