We are seeking a Senior Wealth Manager to develop and manage a portfolio of high-net-worth clients, providing bespoke wealth management and financial planning services. You will be expected to leverage your expertise in investment strategies, tax planning, pensions, and estate management, as well as managing a team of junior advisers.
Benefits:
• Discretionary bonus based on client retention and new business
• 28 days holiday + bank holidays
• Pension scheme (10% employer contribution)
• Health and dental insurance
• Life insurance
• Travel allowance and parking contribution
• Ongoing training and development for professional growth (CFP, Chartered)
• Access to high-net-worth clients and a well-established client base
