At a Glance
- Tasks: Build client relationships and provide tailored financial advice to high-net-worth individuals.
- Company: Join a leading wealth management team with a focus on client experience.
- Benefits: Negotiable salary, professional development, and a supportive work environment.
- Other info: Dynamic role with opportunities for growth and collaboration.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: 1-4 years in financial services and relevant qualifications required.
The predicted salary is between 40000 - 50000 £ 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 partnership with leading accountancy firms, helping them unlock new revenue streams and build long‐term capital value within their practices.
Qualifications
- 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 RoS 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 prioritise tasks in order to meet deadlines
- Analytical thinking
- Dynamic presentation skills
- Client centricity
Responsibilities
- 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.
- Resolve client queries.
- Produce file notes after all client meetings, summarising any additional actions required, including follow‐up calls.
- Contribute to the development of new products and services, based on client feedback.
- Manage and present new business pitches.
- Ensure compliance with legal requirements, industry regulations, organisational policies and professional codes.
- Perform other activities as the business may reasonably require.
Eligibility: Candidates must be based in the UK and eligible to work in the UK.
We are committed to an inclusive hiring process and welcome applicants from all backgrounds.
Wealth Manager / Financial Planner (WDC) in London employer: CREDO
As a Wealth Manager / Financial Planner with us, you will join a dynamic and inclusive team dedicated to delivering exceptional client experiences across multiple UK regions. We offer a supportive work culture that prioritises professional growth, providing access to ongoing training and development opportunities, while our unique WDC programme fosters collaboration with leading accountancy firms, enhancing your career trajectory. Enjoy the benefits of flexible working arrangements, competitive remuneration, and the chance to make a meaningful impact in the lives of high-net-worth individuals.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Manager / Financial Planner (WDC) in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you land an interview, make sure to highlight your experience and qualifications that align with the Wealth Manager role. Use specific examples from your past work to demonstrate your expertise in financial planning and client management. We want to see how you can bring value to our team!
✨Prepare for the Unexpected
Interviews can throw curveballs, so be ready for anything! Brush up on common interview questions and think about how you’d handle tricky scenarios, especially those involving high-net-worth clients. We love candidates who can think on their feet and adapt to challenges.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals who are eager to join our premier wealth management team. Let’s make it happen together!
We think you need these skills to ace Wealth Manager / Financial Planner (WDC) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Manager role. Highlight your relevant experience in financial services and any qualifications you have that match the job description. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your emotional intelligence can help navigate sensitive client situations. Keep it engaging and personal!
Showcase Your Skills:Don’t forget to highlight your technical proficiency, especially in areas like investments and pensions. We love seeing candidates who can lead client meetings and prepare compliant advice, so make sure to mention any relevant experiences.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at CREDO
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Familiarise yourself with key concepts like KYC, anti-money laundering, and the latest trends in investment strategies. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Emotional Intelligence
As a Wealth Manager, you'll need to navigate sensitive client situations with empathy. Prepare examples from your past experiences where you've demonstrated high emotional intelligence, especially in challenging scenarios. This will highlight your ability to connect with clients and provide tailored solutions.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle specific client situations. Think through potential case studies or scenarios related to retirement planning or estate management. Practising your responses will help you articulate your thought process clearly during the interview.
✨Demonstrate Your Sales Acumen
Since the role involves converting prospects into clients, be ready to discuss your sales strategies. Share any successful experiences you've had in building client relationships and growing assets. Highlight your proactive approach and how you identify sales opportunities within existing client files.
