Grow Your Career as a Senior Wealth Manager
We are seeking an experienced and ambitious Senior Wealth Manager to join our team in Barnstaple. As a Senior Wealth Manager, you will play a key role in helping our clients achieve their financial goals by providing expert advice and guidance on wealth management.
About the Role
* Achieve fee income targets and build strong relationships with existing clients
* Develop new business through networking and professional connections
* Deliver high-quality advice and management information to clients in a timely and compliant manner
Key Requirements
* Diploma in Financial Planning (or equivalent) as a minimum qualification
* Excellent communication and interpersonal skills
* A passion for networking and building relationships
What We Offer
* A competitive salary of up to £75,000 per annum
* An attractive benefits package, including 25 days annual leave, birthday day off, employee assistance programme, enhanced maternity and paternity pay, and more
If you have a strong background in financial planning and a passion for delivering exceptional client service, we would love to hear from you. Apply now to take your career to the next level!