4 Wealth Manager jobs

Are you looking to join a professional Financial Planning firm, which offers truly bespoke advice? A role where you can build a career with a professional, established firm? Recruit UK are representing a multi-award winning Financial Service firm which provides bespoke Financial Planning and Investment Advice to HNW clients from 2 established regional offices. As part of their continued growth, they are looking to hire a senior financial planner into their Cambridge team. This will be to manage an existing portfolio of HNW clients and work with new clients. Due to their effective marketing strategy, local reputation and existing network of introducers, there is no requirement for the adviser to do business development. What’s on offer: Salary c£80,000 (negotiable) Discretionary bonus Benefits: Pensions 6%, DIS, PMI Full support from a technical support team Existing portfolio of clients to work with High level of referrals from established introducers and marketing team Excellent long-term progression They are seeking a professional Chartered Financial Planner who has a proven track record of providing bespoke, holistic financial advice to private clients. A strong career history coupled with a commitment to continued professional development. This is a role where your longevity and long-term commitment will be recognised and rewarded. If you are interested, please submit your details and our consultant, Thomas Barton-Howarth, will be in contact to discuss in further detail.

Job Title: Financial Planner Reporting to: Managing Director Brief description of role and responsibilities: Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client   Specific duties and responsibilities:   · To adopt UNIQ Family Wealth’s 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses. · To conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances · Analyse information and present Financial Plans best suited to individual clients' requirements · Assess client’s attitude to risk and capacity for loss using UNIQ Family Wealth’s risk assessment tool of choice · Design financial strategies · Assisting clients to make informed decisions and educate them on UNIQ’s Financial Planning and Investment Philosophy · Liaise with financial services providers to keep up to date on solutions in the market place · Review Cashflow Forecasts and recommendation reports prepared by the Professional Support team · Develop new client opportunities via referrals, professional connections and networking in line with     the  growth strategy adopted by the business. Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products; Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development; Deliver all of the above with integrity, honesty and professionalism. Qualifications and experience required Level 4 Diploma 5 years’ experience within a client service environment 5 years’ experience in delivering client advice  Good communication and computer literacy skills required Good presentation skills

MW Recruitment is proud to be partnering with CWB – an award-winning group of companies specialising in the provision of financial advice, tax planning, employee benefits and business consultancy services. This is an excellent opportunity to join an established, reputable and growing group at an exciting stage in its development. There are national vacancies for experienced Wealth Managers or Chartered Financial Planners who will take a lead role in the practices’ advisory teams. Significantly there is a healthy incoming client flow through multiple business channels, both direct and intermediary, including a large portion of affluent HNW and occasional UHNW business for the successful adviser to tend to. Advisory areas: Financial Planning Estate Planning Pensions & Retirement SME and Corporate Financial Planning Employee Benefits Core duties: Engage prospective clients with a view to establishing and developing long-term relationships Implement industry leading financial planning models in line with regulations and group models that are provided Provide best-in-class ongoing advice to portfolio of clients including HNW and Affluent taking account of changes in their personal circumstances and the regulatory and legislative environments Maintain excellent team cohesion paraplanners, other internal stakeholders and professional support staff Ensure client instructions are executed in a timely manner, collaborating internally where and when necessary to achieve this Develop new opportunities with existing clients to ensure that client portfolios fit with their requirements and optimise their investments Seek referrals and recommendations where possible to maximise coverage and incoming business  The successful candidate will ideally need to be a Chartered Financial Planner. If there is an exceptional candidate who holds the Diploma in Financial Planning and wishes to study toward Chartered status, then this will be supported. Please note this role is salaried (competitive) rather than self-employed, full package and job details available. Why work for CWB? Candidates will benefit from: Being part of an award-winning group, committed to excellence and integrity and with an outstanding reputation in the industry Innovative marketing strategies, generating an excellent volume of new business including a high proportion of referred and recommended introductions An exciting company with a compelling growth plans backed up by a viable strategy A meritocratic and hands-on environment where even Board members still generate revenue, and excellence will be rewarded through generous compensation schemes. For an informal and confidential conversation, candidates are invited to call or send CVs directly to: Maz Matin Maz.Matin@mwrecruitment.com Tel: 020 7199 6263