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Wealth Manager

Posted 10 April by Meraki Talent Limited

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Salary negotiable

Sheffield , South Yorkshire

Permanent, full-time

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Wealth Manager
Sheffield
Permanent

Meraki Talent’s client is currently looking for a talented Financial Planning professional to join them as a Wealth Manager. Our client is a leading Global Bank which has a highly successful Wealth offering embedded within their business. Within Wealth & Personal Banking they support millions of individuals, families, business owners and investors with their banking, mortgage, savings, investments, insurance and wealth management needs.

As a Wealth Manager you will manage and support an existing portfolio of high value customers in the mass-affluent channel. You will become a trusted advisor to the customers providing holistic financial planning advice and supporting them through life’s key events such as estate planning, university fees, retirement planning and investments.

Due to the well-oiled referral mechanisms from the wider Bank and access to customer data analytics you do not have to spend lots of time canvassing for new business as there is an existing client base and plentiful referrals.

The role operates on an hybrid basis, but is more office centric as the client base tends to wish to do their review meetings in branch whilst tending to their wider banking needs.

For the role my client is seeking applications from experienced Financial Advisers who hold competent adviser status and a minimum level 4 qualification. Due to the higher value nature of the clients any experience in Pension Transfers and Estate/IHT Planning would be preferred.

In return you will receive a good salary, excellent pension, generous car allowance to choose a nice car from and annual bonus. The firm offer wide career options and a structured career path to follow in what is a stable and rewarding environment.

Reference: 52448243

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