Job overview
Wealth Manager — Gloucestershire, United Kingdom (Hybrid Working). Contract: Permanent. Start Date: Flexible.
Wealth Manager role with an established Financial Advisory firm in Gloucestershire. The successful candidate will grow and retain a long-standing client base with support from an extensive marketing strategy for lead generation. A 20% bonus on all initial fees applies.
Responsibilities
- Develop new business and build a client base
- Retain clients and manage relationships
- Collaborate with advisors to grow practice
- Utilize marketing strategy to generate leads
Qualifications
- Qualified Financial Planner/Advisor as a minimum with post-qualification experience
- Experience building a client base; ability to bring clients is advantageous
- Strong technical ability across a range of financial planning topics
- Excellent client-facing communication and high-level organisation
Compensation
Base pay range: Provided by Service Care Solutions. Your actual pay will be based on skills and experience — talk with your recruiter to learn more.
Note: 20% bonus on all initial fees.
Contact
Contact: greg.waite@servicecare.org.uk or direct message the job poster from Service Care Solutions. Hybrid working.
Company
Service Care Solutions on behalf of an established Financial Advisory firm in Gloucestershire.
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