Senior Wealth Manager
5 days ago
Company Overview: Ernest Gordon Recruitment Limited is a leading recruitment agency focused on growth through organic growth as well as yearly acquisitions.
Salary: £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits
Job Description:
Wealth Management OpportunitiesThis role involves providing full financial advisory services to high-net-worth clients, including investments, protection, estate planning and more. As a Senior Wealth Manager, you will need to provide quality, tailored financial advice and financial plans aligned to your clients' needs.
Key Responsibilities:
- Providing Financial Advice to clients
- Ensure high-quality service to a portfolio of clients
- Independent and stand-alone advisory experience
Benefits:
- Ongoing training and development opportunities
- Audited pension scheme
- Private medical insurance
- Bonus structure
Requirements:
To be successful in this role, you should have:
- Strong knowledge of the wealth management industry
- Proven track record of delivering exceptional client service
- Ability to work independently and as part of a team
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