Vacancy Information

Reference ID 169975
Job title Wealth Manager Number Required 1
Firm Search and Select Recruitment Agency Hours Full Time
Address 1 Upper Church St Duration Permanent
Contact Salary To be advised
Tel No End Date 20 January 2023
Number Required 1
Hours Full Time
Duration Permanent
Salary To be advised
End Date 20 January 2023
Notes Our client seeks a Wealth Manager to join their team. Key Responsibilities: Manage and support a portfolio of locally based Premier customers. Act as a trusted adviser to new and existing customers, providing holistic financial advice and supporting them through key life events such as investing for their future, saving for a new home, planning for retirement or protecting their family for every eventuality. Conduct personal economy reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of clients. Advise on a full range of products and services that include both company-manufactured products and those provided by external partners. Deliver needs-based solutions through effective communication and influencing. Key Skills & Experience: Have role relevant qualifications, i.e. DipFA, CISI (or equivalent QCF RDR level 4 qualification). A track record of gaining an understanding of customers’ needs and delivering excellent customer service. Customer-centric approach and mind set. Effective spoken and written communication skills, with experience of adapting your style and approach to the audience and message to be delivered. Experience in providing financial planning preferred. If you have the required skills please apply online at quoting reference number: 10448.

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