Wealth Manager

We are a specialist Wealth Management firm with a strong focus on pensions and financial planning. Our client base is made up primarily of owner-directors and self-employed professionals who value deep expertise, long-term relationships, and a bespoke service. We are thought leaders in our space and recognised for our progressive approach to self-managed pensions and research-based investment strategies. Our success is built on trust, insight, and a genuine commitment to our clients financial wellbeing. We have a small, exceptional team of professionals who collaborate closely to deliver outstanding results. We are looking to appoint a high-calibre Wealth Manager who will play a pivotal role in the next phase of our growth. This is a unique opportunity for an ambitious, entrepreneurial individual who not only has strong technical ability, but also the vision and interpersonal skills to help lead the business into the future. You will be given the time and space to develop long-term relationships, grow our Funds Under Management (FUM), and ultimately take a leadership role as a Director in the firm with potential pathway to equity. Key Responsibilities Client Relationship Management Nurture and deepen relationships with our existing high-value client base Deliver trusted, strategic advice on pensions, investments, and broader financial planning Maintain the highest standards of client care and ethical conduct Business Development Become the primary driver of new client acquisition through developing relationships with professional intermediaries (particularly accountancy practices) Build on our strong personal brand via LinkedIn and other social platforms Host and contribute to webinars, events, and other marketing initiatives Work closely with the leadership team to define and execute the firms growth strategy Leadership & Vision Contribute to strategic decision-making and development of the business Take a long-term view with the aspiration of becoming a stakeholder within the business. Help shape the culture and future direction of our firm Who Were Looking For A highly trustworthy and principled professional with a long-term mindset Proven experience in pensions, investments, and holistic financial planning Ideally Certified Financial Planner (or working towards Certifies Financial Planner status) Strong interpersonal and communication skills able to build trust with clients and professionals alike Commercially astute with a strategic mindset Entrepreneurial spirit and genuine ambition to help lead and grow a business Experience working with or developing professional introducers is a strong advantage Confident using digital platforms to build profile and engage audiences What We Offer The opportunity to work with a respected, forward-thinking wealth management firm A stable working environment with a positive outlook, clear pathway to equity and board-level leadership A highly collaborative, values-driven team culture Focus on building long-term value Access to excellent support, systems, and investment research Skills : Financial Planning Financial Advisor wealth Investments Benefits : Performance Bonus Parking Mobile Phone Group Life Assurance Pension Fund Paid Holidays Company Shares