Strategic Wealth Manager
7 days ago
We are seeking a skilled professional to join our team as a Strategic Wealth Manager. The ideal candidate will have direct experience working with clients to provide wealth and financial planning solutions. Key responsibilities include working directly with clients, providing a wide range of financial planning solutions, and conducting annual reviews.
Key Responsibilities- Work directly with clients, providing financial planning solutions and conducting annual reviews
- Maintain competency through successful completion of continuing professional development hours
- Undertake other tasks as reasonably requested by line managers, with appropriate training and guidance
Qualified to a minimum of level 4 in regulated financial planning, the ideal candidate will have experience in managing private client relationships and providing financial advice. Knowledge across a range of products and asset classes is also essential.
Benefits- Clear and transparent bonus structure for acquiring new clients and boosting retention of existing clients
- 26 days annual leave, including a day off for your birthday
- Cycle to work scheme and private healthcare
We celebrate and appreciate our differences, and we're continually learning and improving our processes and policies to ensure an inclusive culture for all our employees.
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Strategic Wealth Advisor
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Wealth Planning Specialist
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Wealth Planning Specialist
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Grimsby, North East Lincolnshire, United Kingdom Kingswood Group Full timeJoin Our Team as a Wealth Planning SpecialistWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at Kingswood Group. As a key member of our team, you will be responsible for providing expert financial planning solutions to our clients, ensuring they receive the best possible guidance and advice to achieve their...
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Wealth Planning Specialist
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Financial Planning Assistant
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Policy or Development Management Planner
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Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Specialist
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Healthcare Partnership Manager
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Grimsby, North East Lincolnshire, United Kingdom beBee Professionals Full time £55,000 - £75,000beBee Professionals is seeking a highly skilled Senior Project Manager to lead complex projects in the UK. As a key member of our team, you will oversee the planning, execution, and completion of high-profile projects, ensuring they are delivered on time, within scope, and on budget.Key Responsibilities:Manage the full lifecycle of projects from initiation...
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Senior Engineering Manager
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Senior Engineering Manager
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Senior Engineering Manager
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