Senior Wealth Manager

Location: Cardiff

Salary: £90,000 – £100,000 + Bonus + Excellent Benefits

Our client is a well-established and highly regarded Wealth Management firm, with whom we have enjoyed a close working relationship for nearly 10 years. During this time, the business has achieved sustained growth through a combination of strategic acquisitions and organic expansion.

As a result of this continued success, they are now looking to appoint an experienced Senior Wealth Manager to support their growing team of Financial Advisers, helping both new and established Advisers maximise their potential through effective mentoring, business development and strategic guidance.

This is a newly created position offering significant scope to influence the development and future direction of the business.

Key responsibilities will include:

• Providing one-to-one mentoring, coaching and ongoing support to Financial Advisers.
• Setting, reviewing and monitoring annual business plans, budgets and performance targets.
• Supporting the recruitment, onboarding and annual appraisal process.
• Ensuring individual personal development plans are in place and regularly reviewed.
• Contributing to wider business strategy and identifying opportunities to develop new revenue streams.
• Maintaining company standards and ensuring all advice and business activities remain FCA compliant.
• Undertaking project work and supporting the Senior Management Team with strategic policies and initiatives.
• Building and developing strong professional relationships with local introducers and key business connections.

The ideal candidate

You will have a successful track record within Private Client Wealth Management, with demonstrable experience of managing, developing and supporting Financial Advisers.

You will hold a minimum Level 4 Diploma in Financial Planning and have a strong understanding of adviser performance, business development and regulatory requirements.

As you will work closely with the heads of all major departments and the Senior Management Team, you will need to be a confident and credible communicator, with excellent interpersonal and presentation skills. You should also be comfortable challenging existing processes and bringing fresh ideas to the business.

What's on offer?

This is an excellent opportunity for an ambitious Wealth Management professional looking for a more autonomous position where they can make a genuine difference.

You will have the opportunity to play a pivotal role in the continued growth and expansion of an established business, with a high degree of autonomy, a rewarding remuneration package and the flexibility of a hybrid working arrangement, combining home and office-based working.

For further information or a confidential discussion about this opportunity, please contact Sam Negbenebor at Financial Divisions.