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For Companies 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 top-tier talent and world-class partners.
- Benefits: Negotiable salary, professional development, and a supportive work environment.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: 1-4 years in financial services and relevant qualifications in wealth management.
- Other info: Dynamic role with opportunities for growth and an inclusive hiring process.
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) employer: CREDO
Contact Detail:
CREDO Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager / Financial Planner (WDC)
✨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 contacts on LinkedIn. Remember, it’s all about who you know, and we can help you find those connections.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience and qualifications confidently. Prepare a few success stories that showcase your skills in wealth management and financial planning. We want to see you shine!
✨Follow Up Like a Boss
After any interview or networking event, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role. We believe a little gratitude goes a long way!
✨Apply Through Us
Don’t forget to check out our website for the latest job openings! Applying directly through us not only gives you a better chance but also helps us match you with the right opportunities in wealth management. Let’s land that dream job together!
We think you need these skills to ace Wealth Manager / Financial Planner (WDC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Manager role. Highlight your experience in financial services and any relevant qualifications. 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 you can contribute to our team. Keep it engaging and personal – we love a good story!
Showcase Your Skills: Don’t forget to showcase your technical skills, especially in areas like investments and client management. We’re keen on seeing how you’ve used these skills in past roles, so give us some solid examples!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 be dealing with clients during sensitive life events. Prepare examples from your past experiences where you've demonstrated empathy and a solution-oriented mindset. This will highlight your ability to connect with clients on a personal level, which is crucial for this role.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in the role. Be ready to discuss how you would approach these situations, including how you'd formulate compliant advice and prepare suitability reports. This will demonstrate your analytical thinking and client-centric approach.
✨Practice Your Presentation Skills
Since you'll be responsible for client meetings and presentations, practice your dynamic presentation skills. Consider doing mock presentations to friends or family, focusing on clarity and engagement. This will help you feel more confident and polished during the actual interview.