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Join a reputable Wealth Management firm in Cardiff as a Senior Wealth Manager, offering a competitive salary of £90k to £100k plus benefits and bonus.
With nearly a decade of collaboration, our client is experiencing continuous growth and is now seeking a skilled Manager to support Financial Advisors in their professional development and business strategies. Key responsibilities include:
- Providing personalised mentoring and guidance to Advisors- Developing and accessing annual business plans, budgets, and targets- Overseeing recruitment and conducting annual appraisals- Implementing personal development plans- Contributing to business strategy and exploring new revenue streams- Ensuring FCA compliance and upholding company standards- Engaging in strategic policy support for the Senior Management team- Establishing strong connections with local professionalsThis role is ideal for individuals with a proven sales track record in Private Client Wealth Management, aiming for a more autonomous position with significant impact. Applicants must hold at least a level 4 Diploma qualification and demonstrate successful management of Financial Advisors. Collaboration with department heads and Senior Management requires strong interpersonal skills and a proactive mindset. In exchange, you'll enjoy autonomy, a fulfilling role, and the opportunity to drive firm growth. This position offers a blend of remote and office work for added flexibility.For enquiries, please reach out to Joanna at Financial Divisions.
