Wealth Manager UK

Ifa Jobs; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

Une entreprise de conseil financier indépendants recherche un Wealth Manager pour guider les clients vers des objectifs financiers à long terme. Le candidat idéal possède un niveau 4 en planification financière et au moins trois ans d'expérience en gestion de patrimoine. Ce rôle demande des compétences de vente, une orientation vers les résultats et une excellente communication. Offrant une rémunération compétitive et des opportunités internationales, ce poste correspond aux professionnels investis dans leur carrière financière.

Benefits

Rémunération compétitive

Incitations et conventions internationales

Possibilités d'expansion mondiale

Qualifications

• Minimum trois ans d'expérience en gestion de patrimoine au Royaume-Uni.
• Capacité prouvée en vente et gestion de clients.
• Volonté d'apprendre et de se qualifier dans le domaine financier.

Responsibilities

• Conseiller les clients sur des objectifs financiers à moyen et long terme.
• Collaborer étroitement avec les équipes marketing et d'assistance.
• Utiliser un système CRM développé en interne.

Skills

Compétences en communication

Orientation vers les résultats

Autonomie

Esprit entrepreneurial

Anglais courant

Education

Niveau 4 en planification financière

Master’s Degree

Job description

Join to apply for the Wealth Manager UK role at International Financial Advisor Jobs

Our client is an independent financial advisory consultancy with offices in Spain, Geneva, and Dubai.

Founded by UK qualified financial advisers, they offer a dynamic approach that sets them apart in the offshore marketplace.

Why Work With This Company?

Their main goal is to equip you with key competencies for a successful Wealth Management career. They ensure a thorough selection process to maintain high standards and support their employees in delivering exceptional financial planning and wealth management services worldwide.

They provide full support to achieve relevant qualifications, including Level 4 UK financial planning requirements. Ideally, candidates will have Level 4 qualification before joining.

Position Details

Department: Wealth Manager

Location: London

Education: Master’s Degree

Role Overview

This role is suited for experienced advisors or those seeking to advance their careers. Candidates will advise clients on medium to long-term financial goals, covering areas such as Lump Sum Investing, Retirement Planning, Education Funding, Life Insurance, and Estate & Inheritance Tax Planning.

They will work closely with marketing, coordination, and paraplanning teams, supported by a bespoke CRM system developed in-house.

Candidate Profile

• Interest in building a career in Financial Services
• Willingness to learn; minimum Level 4 qualification
• Excellent communication skills
• Success-oriented and target driven
• Self-motivated
• Fluent English, proven sales ability, entrepreneurial mindset

Additional Information

Competitive remuneration, incentives, international conventions, and potential for global expansion. Candidates should ideally have existing AUM or a book of clients.

Minimum three years of UK wealth management experience and UK CISI / CII Level 4 qualification are required. This role is for client-facing, sales-driven professionals, not for those from accounting, auditing, or financial management backgrounds.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

Apply now to join a reputable firm with global growth opportunities.