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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: Up to £68,000 salary, bonuses up to 30%, and a 10% pension.
- Other info: Great opportunity for growth in a new wealth 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.
Wealth Manager/Financial Planner Up to £68,000 + Bonus. 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. A major wealth brand with strong infrastructure and support. 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.
Wealth Manager - HNW 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 - HNW in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn.
✨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. Practice common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Showcase your skills! If you’ve got any case studies or examples of how you’ve supported clients in the past, bring them to the table. This is your chance to demonstrate your ability to conduct annual reviews and identify planning needs.
✨Tip Number 4
Don’t forget to apply through our website! We’re all about making the application process smooth and easy for you. Plus, it shows you’re serious about joining our team and contributing to our new wealth proposition in Manchester.
We think you need these skills to ace Wealth Manager - HNW 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 roles you've had!
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 previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application 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 clients.
✨Emphasise Teamwork and Collaboration
This position involves building out a new proposition, so highlight any experience you have working in teams or collaborating on projects. Talk about how you can contribute to a supportive environment and help develop the wealth management offering 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.