Holistic Wealth Manager

1 day ago


Burnley, Lancashire, United Kingdom CleverHR Full time

CleverHR is seeking a skilled Holistic Wealth Manager to join our team in Burnley.

We are looking for an experienced individual to provide comprehensive financial planning advice to clients across the region.

The role involves developing and maintaining long-term relationships with clients, providing expert guidance on wealth creation, optimisation and protection, tax mitigation strategies and tax efficient cash extraction strategies.

Key responsibilities include:

  • Providing financial planning to prospective and existing clients
  • Undertaking regular professional development to ensure each client receives up-to-date and appropriate advice
  • Acting in a compliant manner and delivering an outstanding level of customer service while ensuring adherence to FCA rules and regulations
  • Professionally servicing the needs of existing clients while creating new opportunities via networking and referrals
  • Undertaking frequent client meetings with existing and prospective clients

About you:

  • A minimum of 2 years' experience in face-to-face holistic financial advice
  • A Level 4 Diploma qualification or equivalent
  • CAS held within the last 2 years
  • Ability to build long-term relationships with clients
  • Excellent knowledge of all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning)
  • Hard working, enthusiastic, confident, and articulate

In return, we offer:

  • A salary of approximately £75,000 - £85,000 per annum
  • Opportunities for further study and training
  • A supportive and collaborative team environment


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