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Wealth Manager

Posted 19 January by Accountancy Divisions Limited Ended

Financial Divisions are currently working with a globally known firm with offices in Leeds seeking to add a Wealth Manager to their rapidly growing Wealth Management team. The firm have a reputation for quality, progression and looking after their employees. This has resulted in a market leading retention rate. The firm is currently seeking a Wealth Manager to join their team based in modern offices in Leeds city centre.

As a Wealth Manager you will be responsible for advising corporate clients and private clients, typically high net worth individual and entrepreneurs on all areas of their wealth management affairs. This will include offering holistic advice across pensions, investments, trusts, estate planning and inheritance tax planning. You will be supported by a strong team of Paraplanners and will be tasked with growing your client portfolio. You will have a strong flow of leads coming through from the wider business and network and you will also be tasked with developing your client bank through your own activities.

You should be a Chartered Financial Planner or Level 6 qualified with strong experience working in a Wealth Management environment. It will be advantageous if you have worked across both corporate and private clients although will not be essential.

For immediate considerations for this Wealth Manager opportunity please forward your CV to John Whitehead at Financial Divisions

Reference: 34100367

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