As a Wealth Manager, you'll be responsible for the management of relationships with the firm's UHNW clients, whose portfolios range from £5M-100M in size.
I'm supporting a well-respected wealth management firm in their search for a Wealth Manager.
The firm, who are renowned for their prestige and experience within the UHNW space, are looking for an individual experienced in the provision of private client investment advice to join their Manchesters team.
Our client is preparing for the future and they are actively working on their succession plan.
To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business' next owner/Director once the current owner retires.
There is a 5 year plan in place, part of which is focused on hiring a successor to the director now.
We are currently seeking a dynamic Wealth Planner to join our client's team.
About the Company
We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients.
With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.
My client is a wealth planning firm in Leatherhead who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their financial affairs.
Financial Adviser - manage existing clients from the MD - employed role (up to £65k) or self employed role - Fleet (Hampshire) - lots of flexibility to work from home
My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with.
The business has 3 advisers and a full support team of Paraplanners and Administrators.