Senior Wealth Manager

2 days ago


Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time
Grow Your Career as a Senior Wealth Manager

We are seeking an experienced and ambitious Senior Wealth Manager to join our team in Barnstaple. As a Senior Wealth Manager, you will play a key role in helping our clients achieve their financial goals by providing expert advice and guidance on wealth management.

About the Role
  • Achieve fee income targets and build strong relationships with existing clients
  • Develop new business through networking and professional connections
  • Deliver high-quality advice and management information to clients in a timely and compliant manner
Key Requirements
  • Diploma in Financial Planning (or equivalent) as a minimum qualification
  • Excellent communication and interpersonal skills
  • A passion for networking and building relationships
What We Offer
  • A competitive salary of up to £75,000 per annum
  • An attractive benefits package, including 25 days annual leave, birthday day off, employee assistance programme, enhanced maternity and paternity pay, and more

If you have a strong background in financial planning and a passion for delivering exceptional client service, we would love to hear from you. Apply now to take your career to the next level



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