Senior Wealth Management Specialist

3 weeks ago


Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time
Role Requirements and Benefits

To succeed in this role, you should possess a full Level 4 Diploma in Financial Planning or equivalent and hold CAS status as a Financial Advisor. As a self-employed professional, you will enjoy uncapped earnings with a potential OTE of £80,000+ in the first year.

Alternatively, you may opt for an employed role with a salary of approximately £50,000 plus bonuses. This home-based position offers flexibility and occasional travel to meet clients face-to-face, making it an attractive option for those seeking work-life balance.

The estimated salary range for this role is £40,000-£80,000+ per annum, depending on individual performance and success in building a strong client base.



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