Wealth Management Specialist

2 weeks ago


Coventry, Coventry, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Overview

Our firm provides expert financial planning and guidance to clients across the UK.

We are seeking an experienced Financial Adviser to join our team and provide high-quality services to our clients.

The successful applicant will inherit a portfolio of existing clients and be responsible for continuing business development across various areas, including investment & retirement planning, employee benefits, tax planning, long-term care fee advice, and lifetime cash flow planning.

The role offers a competitive salary of £65,000 - £90,000 per annum, plus uncapped bonuses and benefits.

To succeed in this position, you should possess:

  • A Level 4 Diploma qualification in a relevant field
  • Strong commitment to delivering exceptional customer service
  • Proactive work ethic
  • Ability to work independently and develop client solutions with excellent interpersonal and communication skills


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