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We are proud to be working with a prestigious, well-established Wealth Management firm who have achieved consistent growth through both acquisitions and organic development over the past decade. Due to ongoing expansion, they are seeking a Senior Wealth Manager to support their growing team of Financial Advisers.
In this newly created leadership role, you will be responsible for: Senior Wealth Manager
- Providing one-to-one mentoring and support to Financial Advisers.
- Setting, monitoring, and reviewing annual business plans, budgets, and targets.
- Leading on recruitment processes and conducting annual appraisals.
- Establishing and overseeing Personal Development Plans.
- Assisting with the firm’s wider business strategy and helping to develop new business streams.
- Ensuring high professional standards and FCA compliance across all operations.
- Supporting the Senior Management team with strategic policy initiatives and project work.
- Building and maintaining strong local professional introducer relationships.
This is an outstanding opportunity for an experienced Senior Wealth Management professional seeking a more autonomous leadership role where they can drive real, meaningful change.
Requirements:
- Solid background in Private Client Wealth Management, with a proven track record in sales and Adviser management.
- Level 4 Diploma in Financial Planning (or equivalent) is essential.
- Strong interpersonal and presentational skills, with the confidence to challenge existing processes and innovate.
In return, you’ll enjoy a high degree of autonomy, the chance to directly influence the firm's future direction, and a flexible hybrid working model.
Please contact Sam Negbenebor for more detail about this Senior Wealth Manager role.
