Our client is looking to recruit an experienced Wealth Manager who is currently working in a private client financial planning role.
What is involved?
You’ll be aiming to maintain, develop and grow a portfolio of existing and new private clients. You will achieve this by providing the highest quality professional service, advice and expertise.
You will ensure that revenue from this portfolio is profitable, identify and expand lines of cover and service delivery. Identifying and developing new opportunities for business growth.
What experience and qualifications are required?
Financial Planner with a minimum of 5 years of experience
Mandatory requirement is for you to hold appropriate regulatory qualification at QCF Level 4 (ie Diploma in Financial Planning) and maintain annual Statement of Professional Standing (SPS)
Hold FCA Approved Person CF30 status.
Evidence of Continuing Professional Development (CPD) as required to maintain and improve knowledge and skills
QCF Level 6 (Advanced Diploma or Chartered Status)