Financial Planning and Wealth Management Lead
4 days ago
Role Summary
">A reputable national wealth management firm requires a seasoned Wealth/Investment Director with expertise in delivering tailored investment advice to high net worth individuals.
">Key Responsibilities
">- ">
- Manage and grow relationships with existing and new clients.">
- Provide bespoke investment advice based on clients' personal circumstances, risk profiles, and investment objectives.">
- Identify and acquire new business opportunities.">
Requirements
">To be successful in this role, you must possess:
">- ">
- A CISI Level 6 (PCIAM) qualification or higher.">
- Proven experience in delivering quality investment advice to high net worth individuals.">
- Strong communication and interpersonal skills.">
Package
">The role offers a competitive basic salary of £90,000 plus bonus and a comprehensive benefits package. Opportunities for internal referrals will also be available.
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