At a Glance
- Tasks: Manage and support existing wealth clients while identifying new planning opportunities.
- Company: Join a major wealth brand with strong infrastructure and support.
- Benefits: Competitive salary, bonus potential, and a generous pension scheme.
- Other info: Great opportunity for growth in a supportive environment.
- Why this job: Step up your career in wealth management with no cold calling required.
- Qualifications: Minimum 18 months as an authorised adviser with client relationship skills.
The predicted salary is between 68000 - 81600 € per year.
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 Manchester.
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.
Locations
Wealth Manager in Cheshire, Warrington employer: BWD Search & Selection
Join a leading wealth management firm in Manchester that prioritises employee development and offers a supportive work culture. With a focus on existing clients, you will benefit from a strong infrastructure, generous bonuses, and a clear path for career progression, making it an ideal environment for those looking to advance their skills in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Manager in Cheshire, Warrington
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the wealth management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you land that interview, make sure you can clearly articulate your experience and how it aligns with the role. Focus on your client-first approach and how you've successfully managed relationships in the past. Confidence is key!
✨Tip Number 3
Research the company! Before any interview, dive deep into the company’s values, mission, and recent news. This will not only help you tailor your answers but also show your genuine interest in their wealth proposition. Plus, it’ll give you some great talking points!
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows us you’re serious about joining our team. Don’t miss out on this opportunity to step up in your career!
We think you need these skills to ace Wealth Manager in Cheshire, Warrington
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client management skills and any relevant experience in pensions and investments to show us you’re the right fit for our Wealth Manager role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background aligns with our needs. Don’t forget to mention your client-first approach and any specific achievements that demonstrate your relationship management skills.
Showcase Your Experience:In your application, be sure to detail your experience as an authorised adviser. We want to see how your 18 months of experience has prepared you for this role, especially in managing existing clients and identifying planning opportunities.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at BWD Search & Selection
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and wealth planning. Familiarise yourself with the latest trends and regulations in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Client Management Skills
Prepare examples from your past experience where you've successfully managed client relationships. Highlight how you've conducted annual reviews or identified planning needs. This is crucial since the role focuses on servicing existing clients rather than cold business development.
✨Demonstrate Teamwork
Since you'll be working closely with Wealth Planners and internal teams, be ready to discuss how you've collaborated in previous roles. Share specific instances where teamwork led to a better client experience or successful project outcomes.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's wealth proposition and how they support their advisers. This shows your enthusiasm for the role and helps you gauge if the company aligns with your career goals. Plus, it gives you a chance to demonstrate your understanding of the wealth management landscape.
