Wealth Manager

Overview 

This is a super ethical company, very down to earth, friendly, holistic and supportive… who have won some pretty impressive awards…

As a culture they have a can-do, down to earth and entrepreneurial attitude. They are big enough to achieve things and small enough to be proactive with change. They actively work to find solutions…

Caring about their clients, with a positive atmosphere in their workplace, they try not to take themselves too seriously

Successful people in this company are relaxed in their ability to influence and develop their network, to grow their business through referral. They are energetic and enjoy working as part of a team, as well as on their own

They are expanding and looking for the best talent to grow their high performing team

You will need to be

• Someone who is passionate about putting clients’ needs front and centre of what you do
• Holistic in your approach with clients
• Have clients have a minimum of £250,000 to invest and that you, of course, see your clients at least once a year
• Thrives in developing tailored and lasting relationships with your clients and their wider families
• Prides yourself in delivering unbiased solutions that your clients can be confident in
• Who enjoys learning and growing as a Wealth Manager
• Diploma or Chartered qualified

They will provide you with 

• A really good work/life balance and there is so much support. This creates a really friendly and safe environment and makes it a really enjoyable place to work. With offices locations in London, Cambridgeshire, Essex & Hertfordshire, Norfolk and Channel Islands you can also work remotely…
• Great support with research and paperwork
• A super ethical company, who won’t tie in your clients – they remain yours
• Fantastic and very reputable brand name