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Wealth Manager to manage mature client bank

Wealth Manager to manage mature client bank

Posted 15 March by Accountancy Divisions Limited Ended

JW 19749


Wealth Manager to manage mature client bank

£65k plus generous bonus and benefits package

Our client is an award winning Wealth Management firm that have a highly respected name in the industry. Due to one of the Senior Partners looking to retire, they are currently looking for an experience Financial Advisor that can take over the management of his client base. You will ideally be Chartered, although an experienced Diploma qualified Advisor would be considered if they had at least 5 years’ experience of providing advice predominantly focusing on Investments and Pensions. The retiring Partner is looking to exit the business by the end of next year and has committed to working with his successor in attending client meetings to hand over the relationships and ensure 100% client retention is achieved. The total FUM is circa £30m with a very healthy recurring fee stream. If you are looking for a fresh challenge where you focus more on client management and relationship building and move away from the pressures of new business development, then this could be the ideal next role for you.

As our client is looking to get this role filled promptly your early application is advised.

Required skills

  • Chartered
  • Diplomas
  • Working Experience

Reference: 34691250

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