Wealth Manager
- York, North Yorkshire
- £45,000 - £70,000 per annum
- 7 applications
- Job type: Permanent, full-time
- Date:
- Reference: 21028888
JohnstonGreer has been retained by a very high quality Investment Management firm to recruit an experienced Financial Planner/Wealth Manager to provide independent financial advice to the clients of the Investment Management team.
Working very closely with the Investment team you will develop relationships with the internal introducers and their clients to offer an additional service. Typically the clients will be HNW and UHNW private individuals who take a sophisticated approach to investing. Much of your business will incorporate highly detailed investment and pension work, a significant volume of IHT Planning and some exotic work.
Applications will be considered from professional Consultants that can demonstrate success working with HNW/UHNW private clients. You will be qualified to a minimum of level 4 (ideally Chartered) and have strong relationship development skills. In return for your experience you will receive a basic salary which will be commensurate with experience and typically will be between £45,000 and £70,000 (a greater salary will be paid if it can be justified) combined with bonus and an extensive benefits package.
JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
