Senior Discretionary Wealth Advisor
3 weeks ago
We are currently seeking an experienced Senior Discretionary Wealth Advisor to join our team in Manchester.
About the Firm:
- A well-regarded national Asset Management company with an impressive track record of delivering results in the private client sector.
- They are seeking an additional Investment Manager to continue their growth in Manchester and the wider North West.
Role Overview:
Key Responsibilities:- Oversee and advise on existing and new client investment portfolios.
- As a senior member of a well-established team, you will contribute to expanding the company's presence in the region by securing new business and collaborating with colleagues nationwide.
- Your primary objective will be to deliver exceptional client service, growing your portfolios through referrals and repeat business.
- New business acquisition is crucial, yet it must not compromise the standard of client service.
- You will possess a genuine interest in the investment industry, be adept at building lasting and profitable relationships, and recognize emerging opportunities.
Essential Qualifications:
- A proven background as a UK private client discretionary Investment Manager.
- CISI certification is a minimum requirement.
- A moderate book of direct business is essential, ideally exceeding £30m over 18 months.
- An unshakeable dedication to prioritizing client needs.
- Outstanding communication skills and an unwavering drive to succeed.
Remuneration: Basic salary up to £100,000 plus bonus and comprehensive benefits package.
-
Discretionary Wealth Manager
3 weeks ago
Greater Manchester, United Kingdom Heat Recruitment Full timeInvestment Manager Opportunity:Join our team as a Discretionary Wealth ManagerAbout Our Firm:We are a leading national Asset Management firm with a strong presence in the private client sector.We are looking for an experienced Discretionary Wealth Manager to help us expand our operations in Manchester and the surrounding area.Key Responsibilities:Manage and...
-
Discretionary Wealth Manager
4 weeks ago
Greater Manchester, United Kingdom Heat Recruitment Full timePrivate Client Portfolio AdvisorWe are seeking a skilled investment professional to join our team as a Private Client Portfolio Advisor.This exciting opportunity is based in Manchester and offers a basic salary of £70,000 to £100,000 plus a bonus and comprehensive benefits package.About Our FirmA reputable national Asset Management company with a proven...
-
Senior Discretionary Investment Manager
3 weeks ago
Manchester, United Kingdom Heat Recruitment Full time**Discretionary Investment Manager Wanted:** We are seeking an experienced Investment Manager to join our team in Manchester and contribute to our growth in the North West UK.About the Opportunity:This is a rare chance to join a prestigious national Wealth Management firm as a senior Investment Manager.You will be responsible for advising high-net-worth...
-
Protection and Wealth Advisor
3 weeks ago
Manchester, United Kingdom MERJE Ltd Full timeJoin Our Team as a Protection and Wealth AdvisorWe are seeking an experienced Protection and Wealth Advisor to join our team at MERJE Ltd. As a key member of our team, you'll provide expert advice on life insurance products and help our customers achieve their financial goals.The RoleAs a Protection Advisor, you'll be responsible for providing exceptional...
-
Wealth Management Administrator
4 weeks ago
Manchester, United Kingdom Integro Partners Full timeWealth Management Administrator £28-32K depending on experience Manchester City Centre Tired of working for a large corporate & feeling unappreciated? Wanting to progress your career but not given the opportunity? This opportunity could be the chance to kick-start your Wealth career….An award winning, city centre Manchester based Wealth...
-
Wealth Management Administrator
1 month ago
Manchester, United Kingdom CV-Library Full timeWealth Management Administrator £28-32K depending on experience Manchester City Centre Tired of working for a large corporate & feeling unappreciated? Wanting to progress your career but not given the opportunity? This opportunity could be the chance to kick-start your Wealth career…. An award...
-
Senior Wealth Management Coordinator
3 weeks ago
Manchester, United Kingdom Integro Partners Full timeWe are looking for an experienced Wealth Management Administrator to join our team at Integro Partners, a city center Manchester based award-winning firm.">Role OverviewThis role will involve taking on an existing workload and allowing the Paraplanning team to have more focus. You will work closely under a Paraplanner and Financial Advisor to ensure an...
-
Senior Wealth Adviser
3 weeks ago
Manchester, United Kingdom Heat Recruitment Full timeJob OverviewAn established national Wealth Management firm is seeking an experienced Investment Manager to join their Manchester office and lead the delivery of exceptional investment advice and services to private clients.You will be responsible for managing and advising on client investment portfolios, identifying new business opportunities, and building...
-
Wealth Management Advisor
3 weeks ago
Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management OpportunityWe're seeking a skilled wealth manager to enhance our team at Franklyn Wealth Management, one of SJP's top partners.Role: AdviserArea: Greater Manchester RegionEssential Requirements:An individual with wealth management expertise or relevant industry background.Hold a DipFA, IAD, CISI certification, or be pursuing a QCF...
-
Manchester Discretionary Desk
7 days ago
Manchester, United Kingdom Investec Full timeWe're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...
-
Discretionary Wealth Management Professional
4 weeks ago
Manchester, United Kingdom Heat Recruitment Full timeJob OverviewWe are a national Wealth Management firm with an excellent track record of delivering results in the private client sector. We are looking for an additional Investment Manager to continue our development of our office in Manchester and the wider North West.This is an exciting opportunity to join a high-performing team and contribute to our...
-
Senior Discretionary Investment Advisor
3 weeks ago
Manchester, United Kingdom Heat Recruitment Full timeYour ResponsibilitiesYou will have a solid background as a UK private client discretionary investment manager with a genuine interest in all aspects of the investment industry.You will be responsible for building and maintaining long-lasting and profitable relationships with clients.You must be qualified to Level 6 via the CISI as a minimum and have a small...
-
Wealth Management Specialist
3 weeks ago
Manchester, United Kingdom mbf Full timeTechnical Support Role for Wealth AdvisorsA well-established private banking organisation is seeking an experienced Paraplanner to provide technical support to their wealth advisors in Manchester. The successful candidate will be responsible for delivering high-quality technical financial advisory reports and advice to HNW clients.The key responsibilities of...
-
Wealth Management Consultant
3 weeks ago
Manchester, United Kingdom Vision-FS Recruitment Full timeVision-FS Recruitment is a leading Financial Services Recruitment business covering the UK market, specialising in Financial Planning, Wealth Management, and Employee Benefits Recruitment.We are currently seeking a highly motivated Wealth Management Consultant to join our team of Diploma Qualified Financial Advisors across the UK. As a successful candidate,...
-
Wealth Management Professional
3 weeks ago
Manchester, United Kingdom mbf Full timeJob SummaryWe have a fantastic opportunity for an experienced Paraplanner to join our client's Financial Planning division in Manchester on an initial fixed-term contract.The successful candidate will be responsible for providing technical support to Wealth Advisors and their clients, delivering high-quality financial planning reports and...
-
Wealth Protection Specialist
3 weeks ago
Manchester, United Kingdom Sellick Partnership Limited - Private Practice Full timeAs a Wealth Protection Specialist with Sellick Partnership Limited - Private Practice, you will play a crucial role in advising high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters. This is an excellent opportunity to work with a recognised national law firm, providing expertise in estate planning,...
-
Wealth Management Professional
3 weeks ago
Manchester, United Kingdom mbf Full timeJob Title: Technical ParaplannerA technical paraplanner is required to join our team in Manchester, working with high net worth individuals and families.The role will involve providing technical support to senior planners, requiring strong knowledge of financial planning solutions, particularly those relevant to UHNW clients.Key Responsibilities:Provide...
-
Senior Wealth Manager
3 weeks ago
Manchester, United Kingdom Heat Recruitment Full timeAbout the Role">We are seeking a highly skilled Private Client Investment Manager to join our team in Manchester.This is an excellent opportunity to work with a well-established national Wealth Management firm, renowned for delivering exceptional results in the private client sector.The successful candidate will be responsible for managing and advising on...
-
Entry Level
1 week ago
Manchester, United Kingdom Recruit Wealth Full timeOur national Financial Planning & Wealth Management client is now looking for a highly motivated and enthusiastic entry level Acquisition Analyst to begin an exciting career in M&A to join a vastly experienced and close knit team. If you're an up and coming analyst with a natural interest in corporate strategy/finance, data analysis and project management...
-
Senior Private Wealth Manager
3 weeks ago
Greater Manchester, United Kingdom Heat Recruitment Full timeJob OverviewWe are seeking a highly skilled Senior Private Wealth Manager to join our team in Manchester. This is an exceptional opportunity to work with a well-established national Asset Management firm that has an excellent track record of delivering results in the private client sector.The successful candidate will be responsible for managing and advising...