In this influential role, you'll be come a trusted adviser to investment clients as you develop and deliver their holistic wealth plans
Job Summary
In this influential role, you'll be come a trusted adviser to investment clients as you develop and deliver their holistic wealth plans.
As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection.
You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to.
Matching Summary
In this influential role, you'll be come a trusted adviser to investment clients as you develop and deliver their holistic wealth plans.
Skills & Requirements
Must-have
holistic wealth plans
investment and pension reviews
client experience guidelines
Nice-to-have
innovative ideas
exemplary new business development
Key Requirements
FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products
minimum of QCA level 4
investment skills, including expertise in detailed client profiling, risk analysis and asset allocation
working towards an externally recognised qualification
Proven track record of meeting financial and service targets
Extensive experience in pensions and financial planning