2 Wealth Manager jobs

Job Title:  Associate Financial Planner Industry:  Financial Planning Location:  Bristol Salary:  £32,000 – £40,000 Job Reference:  15678   Job Description: Recruit UK is working on a fantastic opportunity for an associate financial planner in Bristol to join one of the UK’s leading and rapidly growing wealth management firms. Our clients are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role, you will work alongside the Senior Financial Planners to build and develop long-lasting relationships with current and new clients. Duties will include but are not limited to: Build relationships and maintain them with new and existing clients Ensure you support clients to meet financial objectives Remain compliant and up to date with company policy Review clients portfolios annually in line...

Job Title: Financial Adviser Industry: Financial Services Location: Sheffield Salary: £35,000 - £55,000 Job Ref: 15990   Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Sheffield to join a well-established UK Financial Advice firm.   Company: This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers. Role: You will provide clients financial advice and make recommendations on how to best meet their goals. The ideal candidate will be able to research the...