Director Wealth Manager

The OpportunityWorking with a broad range of high-net-worth individuals, business owners, professionals, families, charities and beneficiaries, you will be responsible for delivering holistic wealth management and financial planning solutions tailored to each client''s unique circumstances and objectives. You''ll inherit and manage an existing client base while also identifying opportunities to develop new relationships through referrals, networking and professional introducer connections. The successful individual will have the support of a highly experienced paraplanning and client services team, enabling them to focus on client outcomes, relationship development and business growth.Key ResponsibilitiesManage and develop a portfolio of high-net-worth and affluent clientsDeliver holistic wealth management and financial planning adviceBuild long-term trusted relationships through proactive client engagementIdentify and secure new business opportunities through referrals, networking and professional connectionsPresent sophisticated wealth planning solutions across investments, retirement planning, estate planning and wider financial planning needsContribute towards team and individual revenue targetsEmbrace technology and process improvements to enhance client experience and operational efficiencyMentor and support colleagues where appropriate, helping to drive a high-performance cultureAbout YouTo be considered, you should possess:Level 6 or level 7 financial planning ..... full job details .....