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Chartered Wealth Manager

Chartered Wealth Manager

Posted 13 April by Johnson Underwood Ltd Easy Apply Ended

Exceptional opportunity for a qualified entrepreneurial Wealth Manager seeking a role with no ceiling to thwart ambition and personal development.

Joining a prestigious organisation, with a wide portfolio of clients, this role works with and for their top Wealth Manager, where together you will continue to grow and develop the brand, engaging more clients by continuing to offer a service that is unrivalled.

Supporting their highly achievable growth plans; underpinned with robust systems, compliance and customer delivery you will become involved in all aspects of client support and advice

Requiring a fully qualified Individual with an excellent work history to date; this role offers you the opportunity to develop and progress; engaging new clients; supporting existing clients and leading customer meetings and reviews

Supported by an excellent team of administrators and compliance focused Individuals, you will be allowed to focus on the development of client relationships and new introductions to the firm.

Seeking a professional Individual with exceptional communication skills who enjoys a good level of autonomy but nonetheless is an effective team player; this role will grow and grow as indeed will you earnings.

Required skills

  • Autonomy
  • Communication Skills
  • Compliance
  • Robust
  • Wealth Management

Reference: 34396903

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