Job Information

Our Client provides integrated wealth management solutions for high net worth individuals and their families, trusts, charities and corporates. They are recruiting for an individual who has experience of working within Financial Services, Wealth Management and who has clients.


Job Description

This employed role is office-based, ideally near Harrogate. Whilst a client bank is not essential, you will ideally bring some across with you. Any clients you wish to bring across must have assets of £100,000 plus, as this industry leading firm is focused on providing the best advice to only high net worth individuals. Excellent support structures are in place to fact find, assist with admin, and bring clients across to the wealth management business model in a problem-free, no cost manner.

Person Specification

You will be diploma qualified or equivalent and ideally working to chartered. The vast majority of the company’s client are high net worth so some experience of dealing with these on a regular basis is also a pre-requisite. In addition, you will have a proven track record of success as a Wealth Manager, Financial Planner and will be able to provide evidence of writing over £100,000 per year in fee income.

In return for your expertise, a highly attractive basic salary of up to £70,000 per annum is available for a fully qualified candidate with an established past. An excellent rewards package including % bonus and company share scheme also await the successful candidate.