Wealth Manager Vacancies:
Norwich and Ipswich Offices
As part of our company’s ongoing growth we are looking to recruit additional Wealth Managers to deliver unrivaled financial planning and wealth management services. You will be responsible for advising UK Private Clients, typically high net worth individuals with over £250K to invest.
You will be diploma qualified or chartered with strong experience working in the wealth sector with UK clients. You do not need to have a portable client bank, although this would be an advantage, but must be able to demonstrate a strong track record of building and maintaining client relationships.
We provide full support with clients, administration and paraplanning along with an attractive remuneration package and additional bonus based performance.
This is a great opportunity for the right Wealth Manager to join a growing, ambitious firm.
Paraplanner and Client Services Support
We are looking to strengthen our existing teams in order to make our clients’ experience and satisfaction even greater, and you may have just what it takes to help us achieve this.
If you can bring knowledge and relevant experience (and equally important bags of enthusiasm and positivity) to fulfil the role, we would love to hear from you;
All positions come with excellent salary and benefits packages.
The paraplanner works closely with the Wealth Managers and the role includes:
Fund research and analysis, both at client level and company level, with accurate recording and follow up where necessary. Technical product research and solution provision. Preparation of initial wealth management and financial planning reports and solutions to meet specific client goals.
You will have previous experience working as a paraplanner in a professional environment, and will be either qualified to, or working towards level 4.
Client Services Support
The client services support team are at the forefront of the client servicing experience and the role includes:
Working closely with the Wealth Manager’s and Paraplanners to ensure all client information is accurate and kept up to date and that the client is the main focus of your work. You will be expected to arrange plans and investment funds as recommended by the Wealth Manager.
You will prepare valuation reports, and provide administrative and technical advice to the Wealth Manager to enable them to advise their clients accordingly.
Qualifications are not a prerequisite, but you must have some experience working in a similar role or environment.
How to apply?
Please send your CV and covering letter – noting which position, and whether it is the Norwich or Ipswich office you are applying for, to: Margot North firstname.lastname@example.org
Although we will endeavour to respond to all applicants, this may take us some time, so please do bear with us.