At a Glance
- Tasks: Join our team to manage wealth and build strong client relationships.
- Company: Credo and Anchor partnership, a global investment powerhouse.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Inclusive hiring process with opportunities for growth and development.
- Why this job: Kickstart your career in Wealth Management and make a real impact.
- Qualifications: 1-4 years in financial services and relevant qualifications required.
The predicted salary is between 50000 - 60000 £ per year.
Location: Multiple UK regions (including Birmingham, Essex, Southwest London, Manchester, Liverpool, Edinburgh)
Job type: Full time / Permanent
Start date: Q1 & Q2 2026 (preferably ASAP)
Salary: TBD (negotiable dependent upon experience)
We are building the nation's premier wealth management team by uniting top-tier talent with world-class partners to deliver the best client experience. Through our unique WDC programme, we provide a 'one-stop' strategic partnerships with leading accountancy firms, helping them unlock new revenue streams and build long-term capital value within their practices.
We are looking for ambitious, driven Wealth Managers / Financial Planners to join our vibrant team and fuel a rapidly expanding division in our business. Whether you have early-career experience or a solid foundation in the wealth management space, we offer a dynamic, supportive environment for talents to thrive and reach their full potential.
Our WDC division is expanding across England and welcomes applications from talents in Birmingham, Essex, Southwest London, Manchester, Liverpool, Edinburgh and beyond.
Skills & Requirements:
- 1 to 4 years of experience in financial services, ideally Wealth Management
- Chartered Wealth Management or Financial Planner qualifications (diploma in financial advice e.g., CII R0s or CISI Capital Markets Programme)
- Ongoing competency in Securities/Derivatives (12+ hours) and Retail Clients (4+ hours) through structured CPD
- Hold a Statement of Professional Standing (SPS) currently or held it in the past year
- Knowledge of Anti-Money-Laundering, KYC and Due Diligence requirements
- Emotional intelligence: high EQ to navigate sensitive client life events (e.g., retirement or estate planning) with empathy and a solution-oriented mindset
- Previous experience providing wealth management or financial planning advice to high-net-worth individuals
- Technically proficient across investments, pensions, retirement, protection, estate planning, tax efficient structures, and cash flow modelling
- Able to lead client meetings, formulate compliant advice, and prepare suitability reports
- Experience of working with professional introducers, particularly accountants
- Commercial and pro-active from a sales and marketing perspective, and able to convert prospects into profitable clients
- Proficiency in the Microsoft Suite (Word, Excel, PowerPoint)
- Educated to a degree level
- Hard working
- Ability to work independently and as part of a team
- Detail orientated with a high degree of integrity
- Excellent time management skills
- Strong communication skills
- Capability to prioritize tasks in order to meet deadlines
- Analytical thinking
- Dynamic presentation skills
- Client centricity
The Role:
- Wealth Manager / Financial Planner and Business Developer for the Private Client business unit.
- Sales activity planning, including reviewing existing client files to identify sales opportunities.
- Build and maintain strong client relationships.
- Responsible for client visits, potentially including presentations to groups of clients (accompanied by a certificated investment manager, where appropriate).
- Responsible for growing assets from existing clients and new clients.
- Pro-actively analyse the client's business/circumstances to determine the suitability of the Company's solutions for the client's requirements.
- Improve the client's overall experience with the Company, by delivering reliable administrative support and customer service.
- Resolving clients' queries.
- Producing file notes after all client meetings, summarising any additional actions required, including follow-up calls.
- Contributing to the development of new products and services, based on client feedback.
- Managing and presenting new business pitches.
- Compliance with legal requirements, industry regulations, organisational policies and professional codes; and performing such other activities as the business may reasonably require.
Application process:
- Please complete the multiple-choice questionnaire and upload your CV.
- This advert will remain open until all positions have been filled, we encourage you to apply early to avoid disappointment.
- Shortlisted candidates may be invited to answer a few questions via video recording before the first and second interview stages.
- Candidates must be based, and eligible to work in the UK.
- No recruitment agencies, please.
- We are committed to an inclusive hiring process and welcome applicants from all backgrounds. If you need any reasonable adjustments at any stage, please tell us.
About Us:
Since 1998, Credo has been helping clients grow their wealth from our offices in the UK and South Africa. We are all about long-term success and building real trust through personal service. We are proud of our ability to create successful partnerships by doing business in a way that best suits our clients. Anchor is a fast-moving, entrepreneurial firm that knows how to adapt to a shifting market. We offer everything from wealth and asset management to custom investment solutions for individuals and big institutions. We are built to be agile, making sure our clients stay ahead of the curve.
The Power Couple - The Credo and Anchor partnership creates a global investment powerhouse with over £12 billion in assets. By combining Credo’s international reach with Anchor’s growth-focused mindset, we are giving our clients more investment options and global scale than ever before.
Why join us?
We are looking for bold thinkers ready to supercharge their careers. If you are successful, you won’t just get a new job, you will transcend the traditional role to become a strategic architect, you will be able to combine deep institutional knowledge with a high-energy, collaborative environment where growth is a priority. We actively invest in our talent’s future through professional certifications and continuous expert development, ensuring that our workforce remains at the forefront of the financial world. If you are ready to boost and make a real impact in your professional career, hit Apply for this job now!
Wealth Manager / Financial Planner (WDC) in Birmingham employer: CREDO
At Credo, we pride ourselves on being an exceptional employer, offering a vibrant and dynamic work culture that fosters growth and innovation. Our commitment to professional development ensures that Wealth Managers and Financial Planners have access to continuous training and certifications, empowering them to excel in their careers while building meaningful client relationships across multiple UK regions. Join us to be part of a collaborative team that values initiative and provides the tools necessary for you to thrive in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Manager / Financial Planner (WDC) in Birmingham
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with other professionals in wealth management. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your achievements and case studies. When you get the chance to meet potential employers, having tangible examples of your work can really set you apart.
✨Tip Number 3
Practice makes perfect! Before any interviews, do mock sessions with friends or mentors. This will help you refine your pitch and boost your confidence when discussing your experience and how you can add value.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our vibrant team at StudySmarter.
We think you need these skills to ace Wealth Manager / Financial Planner (WDC) in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Manager / Financial Planner role. Highlight relevant experience and qualifications that match the job description, like your financial services background and any certifications you hold.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for wealth management and how your skills align with our mission at StudySmarter. Be sure to mention specific experiences that demonstrate your client-centric approach.
Be Clear and Concise:When filling out the application, keep your answers clear and to the point. We appreciate straightforward communication, so avoid jargon and focus on what makes you a great fit for the team.
Apply Early!:Don’t wait until the last minute to submit your application. We encourage you to apply early to avoid disappointment, as we’ll be reviewing applications on a rolling basis. Head over to our website and get your application in!
How to prepare for a job interview at CREDO
✨Know Your Numbers
As a Wealth Manager or Financial Planner, you’ll need to be comfortable with numbers. Brush up on your financial knowledge and be ready to discuss key metrics related to investments, pensions, and tax-efficient structures. This will show your potential employer that you’re not just a people person but also a numbers whiz!
✨Showcase Your Emotional Intelligence
In this role, you'll be dealing with sensitive client situations. Prepare examples of how you've navigated emotional conversations in the past. Highlight your ability to empathise and provide solutions during challenging times, as this is crucial for building trust with high-net-worth clients.
✨Research the Company and Its Partners
Before the interview, dive deep into the company’s background and its strategic partnerships. Understanding their unique WDC programme and how it benefits clients will help you articulate why you want to join their team and how you can contribute to their success.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle specific client scenarios. Think through potential challenges you might face and prepare your responses. This will demonstrate your proactive approach and readiness to tackle real-world issues in wealth management.
