Wealth Manager/Senior Wealth Manager

Wealth Manager / Senior Wealth Manager Location: NorthamptonSalary: 40,000- 85,000 DOE + bonusHours: Full-time, permanentTravel: Approximately 20-50% client visits The Opportunity We are recruiting for a Wealth Manager / Senior Wealth Manager on behalf of an established independent wealth management business based in Northampton. The business is open to appointing at either level, depending on experience, qualifications and responsibility, with a salary of 40,000- 85,000 DOE plus bonus and benefits. The Role You will provide high-quality holistic financial advice to private clients, manage and develop existing relationships and contribute to growth through new clients and professional introducers. Approximately 20-50% of your time will involve visiting clients, with the remainder primarily based in the Northampton office. Key Responsibilities Provide holistic financial planning and wealth management advice to private clients.Manage and develop long-term client relationships, delivering a highly personalised service.Conduct client meetings, reviews and financial planning discussions.Develop relationships with new clients and professional introducers.Generate new business while maintaining a strong focus on existing client service.At Senior Wealth Manager level, take greater ownership of complex client relationships and support colleagues. The Ideal Candidate We''re looking for someone who has: Experience as a Financial Adviser, Wealth Manager, Financial Planner or in a ..... full job details .....