Location:Multiple UK regions
Job type:Full time / Permanent
Start date: Preferably ASAP
Salary: ~£60k (negotiable dependent upon experience)
Skills & Requirements:
- At least 1 to 4 years of experience in 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
- 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
- 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
Job Description
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 an 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.
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.
William Rose - Wealth Managers / Financial Planners employer: CREDO
Credo is an excellent employer that fosters a dynamic work culture in the heart of London, offering employees the chance to thrive in a rapidly growing financial services firm. With a strong emphasis on professional development and the opportunity to work from home up to two days a week, employees can enjoy a balanced work-life environment while contributing to meaningful projects in trade support. The company values independence and adaptability, ensuring that team members are well-equipped to succeed in their roles and grow within the organisation.
