Wealth Management Specialist
22 hours ago
This role is ideal for an experienced financial advisor looking to take their career to the next level.
About the Role:- You will benefit from a client base with assets of £200,000-£500,000, which you can review and provide long-term advice on.
- Undertake reviews of clients' financial planning needs and provide quality, long-term advice
- Grow your client bank through self-generation and referrals from high-quality professional introducers
- Salary: £40,000 - £50,000 per annum
- Ongoing Training and Development
- Support from established infrastructure, including back office support, lead generation, and IT
- Potential to earn Year 1 OTE of £75,000 and Year 2 OTE of £100,000+
A medium-sized IFA firm with a successful business and high levels of client retention, offering a friendly and professional team environment.
We estimate that the salary range for this position is £45,000-£55,000 per annum, based on industry standards.
-
Senior Wealth Manager
4 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeWe are seeking a Senior Wealth Manager to join Premier Jobs UK Limited's team of experienced professionals.About the RoleThe Senior Wealth Manager will be responsible for reviewing and managing the financial plans of high-net-worth individuals with assets of £200k - £500k. This includes:Conducting regular reviews of client portfolios to ensure they remain...
-
Wealth Management Expert
1 day ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeWealth Management Expert Opportunity">This employed financial advisor role in Chatham offers an exciting opportunity for a skilled advisor to advance their career. With existing clients and generated leads, you will focus on providing top-notch advice and building lasting relationships.Asset-holders typically possess between £200k - £500k worth of assets,...
-
Senior Wealth Advisor
5 days ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeRaise Your Career Bar as a Senior Wealth AdvisorPremier Jobs UK Limited is seeking a highly skilled Wealth Advisor to join our team in Chatham. The successful candidate will have a strong background in financial planning and a proven ability to deliver exceptional client service.This role presents a unique opportunity to develop your expertise and contribute...
-
Wealth Management Associate
4 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is excited to announce a fantastic opportunity for an experienced IFA Administrator to join our esteemed Financial Planning practice in Chatham.This role offers a unique chance to work with high net worth UK resident private clients, delivering exceptional financial planning and investment management services.About the CompanyOur client...
-
Expert Wealth Advisor
24 hours ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeAbout the Career PathWe are pleased to offer a career-defining opportunity for an Expert Wealth Advisor to join our team at Premier Jobs UK Limited. As a senior member of our organization, you will play a pivotal role in shaping the future of our company and driving its growth.In this role, you will have the opportunity to work closely with high net worth...
-
Independent Wealth Management Advisor
3 days ago
Chatham, Kent, United Kingdom Premier Jobs UK Full timeJob DescriptionAs a Senior Financial Services Consultant in our Chatham office, you will be responsible for delivering exceptional financial services to a portfolio of high-net-worth clients. With a strong background in financial planning and wealth management, you will provide personalized advice and guidance to help clients achieve their long-term...
-
Independent Wealth Management Specialist
2 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeEstablished Firm Seeks Experienced AdvisorAbout the CompanyAmbitious and professional medium-sized IFA firm seeks an experienced Financial Services Advisor to join our team in Chatham, Kent. Our firm has a strong reputation for providing excellent client service and offers a supportive and dynamic work environment.Job DescriptionProvide expert financial...
-
Independent Wealth Manager
2 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis is an exciting opportunity for a Financial Advisor to take their advising career to the next level in Chatham. With existing clients and leads to generate, you'll be responsible for undertaking financial planning needs reviews for clients and providing quality, long-term advice.The successful candidate will have excellent communication...
-
Senior Wealth Manager
1 week ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionWe are seeking an experienced Financial Advisor to join our team in Chatham. The ideal candidate will have a proven track record of providing high-quality, long-term advice to clients with assets ranging from £200k to £500k. This role offers the opportunity to take your career to the next level by working with established clients and...
-
Independent Wealth Manager
3 days ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionWe are seeking a highly skilled Independent Financial Advisor to join our team.As an Independent Financial Advisor, you will be responsible for providing expert advice to clients on their financial planning needs.The ideal candidate will have a proven track record of success in financial advising, excellent communication skills, and the...
-
Independent Wealth Manager
23 hours ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeKey ResponsibilitiesReview and analyze clients' financial situations to identify areas for improvement.Develop and implement personalized financial plans to meet clients' goals and objectives.An ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients.This role provides an...
-
Independent Wealth Manager Opportunity
4 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are looking for a skilled Independent Financial Advisor to join our team in Chatham. As part of Premier Jobs UK Limited, this employed position offers a unique chance to work with established clients and generate new leads with significant asset value (typically £200k - £500k).Your primary responsibility will be to conduct a comprehensive...
-
Independent Wealth Management Consultant
1 week ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeJob Title: Financial AdvisorWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited.The successful candidate will have a proven track record of success in financial advising, with a strong focus on building and maintaining client relationships.Key Responsibilities:Develop and implement financial plans tailored to...
-
Premises Management Specialist
3 days ago
Chatham, Kent, United Kingdom Academics Ltd Full timePremises Management SpecialistPremises ManagerWe are seeking a highly motivated and organized Premises Management Specialist to join our site team at Academics Ltd. in Chatham.Key Features:School located in Chatham, KentFull-time positionCompetitive salary range £25,000 - £35,000 per annumAbout the JobThe successful candidate will have responsibility for...
-
Senior Wealth Advisor
5 days ago
Chatham, Kent, United Kingdom Premier Jobs UK Full timeWe are seeking a seasoned Financial Advisor to join our team in Chatham. This employed position is ideal for someone looking to progress their career. You will work with existing clients, generating new leads and building a portfolio of clients with assets ranging from £200k to £500k.Your key responsibilities will include reviewing clients' financial plans...
-
Facilities Management Specialist
1 month ago
Chatham, Kent, United Kingdom OSB Group Full timeCompany OverviewThe OSB Group is a FTSE 250 specialist mortgage lender, primarily focused on carefully selected segments of the mortgage market. Our specialist lending is supported by our Kent Reliance and Charter Savings Bank retail savings franchises. Diversification of funding is provided by sophisticated securitisation platforms. Our unique...
-
Reservoir Management Specialist
5 days ago
Chatham, Kent, United Kingdom Intersect Global Full timeIntersect Global is a dynamic PQS practice offering career development opportunities in Kent and Sussex. As a Reservoir Management Specialist, you will play a key role in managing the budget and cashflow of our £35M per annum project.Key ResponsibilitiesYour duties will include:Managing the project budget and cashflowProducing accurate cost reportsThis...
-
Financial Services Manager
1 day ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeAbout the OpportunityPremier Jobs UK Limited is proud to offer a unique chance for a Financial Services Manager to join our team. This exciting role presents an ideal platform for growth and development, with opportunities to expand your client base and enhance your professional skills.In this position, you will focus on delivering exceptional financial...
-
Management Accounting Specialist
4 days ago
Chatham, Kent, United Kingdom Page Personnel Sales Full timeAbout the RoleThis is an exciting opportunity to join Page Personnel Sales as a Management Accounting Specialist. The successful candidate will be responsible for managing day-to-day activities and providing monthly accounting records data to accountants for four subsidiary companies based around the world.Key Responsibilities:Managing the financial...
-
Financial Management Specialist
1 week ago
Chatham, Kent, United Kingdom Page Personnel Sales Full timeAt Page Personnel Sales, we are seeking a highly skilled Financial Management Specialist to join our team.About the Job:We offer a $60,000 - $80,000 per annum salary package, with opportunities for career growth and professional development.The successful candidate will be responsible for managing the day-to-day activities of our subsidiary companies based...