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- Tasks: Support clients with pensions, investments, and wealth planning while conducting annual reviews.
- Company: Join a major wealth brand with strong infrastructure and support.
- Benefits: Earn up to £68,000 plus bonuses and a 10% pension contribution.
- Other info: Great progression potential and opportunity to help build a new proposition in Manchester.
- Why this job: Step up your career in a dynamic wealth management role with real client impact.
- Qualifications: Experience in pensions and investments; ideal for early-career advisers.
The predicted salary is between 68000 - 68000 £ 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.
- Conduct annual reviews and identify further planning needs
- Support clients across pensions, investments and wider wealth planning
- Help build out a new proposition in Manchester
Experience across pensions and investments is required. This position offers a major wealth brand with strong infrastructure and support, a 10% pension, and a bonus up to 20% (Year 1), rising to 30% (Year 2) with 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.
Wealth Manager in Manchester employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management space. Attend industry events or webinars to meet potential employers and show them what you've got.
✨Tip Number 2
Prepare for those interviews! Research the company’s wealth proposition and think about how your experience with pensions and investments can add value. Be ready to discuss how you can support their existing clients.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements in financial planning and client support. This will help you stand out when you're chatting with potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that could be perfect for you, so make sure you check it out and get your application in.
We think you need these skills to ace Wealth Manager in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Manager role. Highlight your experience in pensions and investments, and don’t forget to mention any client support you've provided.
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 you can contribute to building out the new wealth proposition in Manchester.
Showcase Your Client Management Skills: Since this role focuses on supporting existing clients, be sure to include examples of how you've successfully managed client relationships and conducted annual reviews in your application.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
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-Centric Approach
Since this role focuses on supporting existing clients, be prepared to discuss how you've successfully managed client relationships in the past. Share specific examples of how you've conducted annual reviews or identified planning needs, as this will demonstrate your ability to add value to their proposition.
✨Emphasise Teamwork and Collaboration
This position involves building out a new proposition, so highlight any experience you have working in teams or collaborating with others. Talk about how you can contribute to a supportive environment and help develop the wealth management strategy in Manchester.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. Inquire about the company's vision for the new wealth proposition or how they support advisers in their career progression. This shows that you're engaged and serious about the opportunity, plus it gives you valuable insights into the company culture.