Hybrid Wealth Relationship Manager: Path to Wealth Manager

Hybrid Wealth Relationship Manager: Path to Wealth Manager

Full-Time 40000 - 50000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Build strong relationships with clients and support Wealth Managers in delivering financial planning services.
  • Company: WealthLink Recruitment Ltd, a dynamic firm in London focused on client investment growth.
  • Benefits: Hybrid working, premium benefits package, and a clear pathway to becoming a Wealth Manager.
  • Why this job: Join a sales-driven team and make a real impact in clients' financial journeys.
  • Qualifications: Level 4 qualification and a client-centric, sales mindset required.

The predicted salary is between 40000 - 50000 £ per year.

WEALTHLINK RECRUITMENT LTD in London seeks a sales‑driven Relationship Manager to grow our client investment base.

You will build strong relationships with new and prospective investment clients and work with Wealth Managers to deliver financial planning services.

The role requires Level 4 qualification and a client‑centric, sales mindset.

Hybrid working three days from home, with a clear development pathway into a Wealth Manager and access to a premium benefits package.

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Hybrid Wealth Relationship Manager: Path to Wealth Manager employer: WEALTHLINK RECRUITMENT LTD

Join an award-winning Chartered Financial Planning firm near Wetherby, where you will be part of a collaborative and supportive work culture that values your contributions. With a focus on professional development, this role offers unique opportunities to engage directly with clients and Financial Advisers, ensuring your skills are honed in a dynamic environment. Enjoy competitive remuneration and the chance to grow within a respected team dedicated to delivering exceptional financial planning services.

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Contact Details:

WEALTHLINK RECRUITMENT LTD Recruitment Team

We think you need these skills to ace Hybrid Wealth Relationship Manager: Path to Wealth Manager

Sales Skills
Relationship Management
Client-Centric Approach
Financial Planning
Investment Knowledge
Level 4 Qualification
Communication Skills