About this role

Cultivate deep relationships with high-net-worth individuals and families to deliver holistic wealth solutions
Leverage your expertise to expand our client base through strategic networking, referrals, and business development initiatives
Articulate our comprehensive suite of services—from investment strategies to trust and lending solutions—with confidence and clarity
Harness digital tools and process innovations to enhance efficiency, client adoption, and scalable growth

Hold a Level 4 CII/CISI certification as a minimum, with progress toward Level 6 CII or Chartered Wealth Manager (CISI Level 7) preferred
Demonstrated track record as a successful Wealth Manager / Financial Planner, navigating complex areas with integrity and precision
Exceptional communication skills, market insight, and trust-building abilities to become clients’ go-to advisor.

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team

Wealth Manager – Wealth Planner, Financial Planner

Key skills