Job Information

An astute top tier Wealth Management near St James Square, London is looking for a career driven and client orientated Wealth Manager. You will be a salaried adviser and service a combination of an existing client bank, leads working with HNW professionals.

You will advise clients on a daily basis with face to face or over the phone encounters. You will be technically experienced in advising on Inheritance Tax and Pensions along with other products as well.

Key Responsibilities:

• To establish and record the clients’ current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan of action.
• The ability contact clients with news of new financial products or changes to legislation that may affect their savings and investments.
• Keeping current databases up to date and generating new leads through existing prospects.
• To determine strategies for meeting the clients' financial objectives and recommend plans best suited to individual client’s requirements.
• MUST be level 4 Diploma Qualified.


This role comes with excellent back office support and paraplanning. It is an outstanding opportunity to join a business and be more than just a number. A fantastic working environment with excellent salary and bonus.

If you are interested and have relevant experience please apply within and one of our consultants will be in touch.