Wealth Manager

£50,000 - £68,000 + Bonus.

This is a strong opportunity for an adviser who is early in their career but already authorised and ready for a bigger platform.

This is not a cold BD role. You will be joining a new wealth proposition focused on supporting existing clients, delivering annual reviews and identifying wider planning opportunities across pensions, investments and broader wealth needs.

You’ll do

• Manage and service an existing portfolio of wealth clients

• Conduct annual reviews and identify further planning needs

• Support clients across pensions, investments and wider wealth planning

• Work closely with Wealth Planners and internal teams to deliver a strong client experience

• Help build out a new proposition in Birmingham.

You’ll bring:

• Minimum 18 months experience as an authorised adviser

• Experience across pensions and investments

• A client first approach and strong relationship management skills

• The confidence to spot wider opportunities without needing to be a pure new business hunter

• IHT knowledge would be useful, but is not essential

You’ll get

• A major wealth brand with strong infrastructure and support

• Existing clients and a clear proposition

• No self generation required

• A role that allows you to develop technically and commercially

• 10% pension, bonus up to 20% (Year 1), rising to 30% (Year 2) and progression potential

This could suit someone in a junior adviser, remote advice, telephone advice or large IFA environment who is ready for a step up into a broader wealth management role.