Job Reference: FPM WEALTH -St Albans
Salary: 35k-55k basic plus excellent bonus and benefits package
Job Type: Financial Planning, Private Wealth Banking
Location: London (Central), London (North), Thames Valley, East Midlands

WEALTH MANAGER / WEALTH MANAGEMENT / FINANCIAL ADVICE / FINANCIAL PLANNING / FPC/ CEFA


Background:  Financial Planning / Private Banking / Financial Advice to High Net Worth Clients /  FPC – CeFA


Our client is a leading global bank with an outstanding reputation within financial advice for high net worth clients.  To be successful in this role all applicants are required to have FPC / CeFA or equivalent and hold current CAS status, with at least 3 years regulated sales experience within financial services.

Wealth Manager – Role Profile

Our client is providing an ideal opportunity for a successful financial adviser to join its award winning team of High Net Worth Wealth Managers.
The clients you will be dealing with are automatically referred by internal banking staff based on the following criterion: -- £100,000+ in liquid assets or £75,000 annual income.

Once referred, you will advise across all relevant high net worth product areas, with a particular emphasis on investment based business.


Outstanding Salary Package

Joining one of the banks’ leading sales teams, this represents an extremely lucrative opportunity with a generous basic salary of £35,000 to £45,000 on offer, together with a company car or car allowance and outstanding bonus package.

The generous commission structure and strength of the client base should achieve total earnings of circa £80,000 per annum.

Applications are welcome from financial consultants who possess a proven record dealing with High Net Worth/Private banking clients.

Please email CV in strictest confidence.


Background:  Financial Planning / Private Banking / Financial Advice to High Net Worth Clients / FPC – CeFA