Senior Wealth Manager

5 days ago


Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

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 Opportunities

This 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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