An excellent opportunity has arisen for a Wealth Manager to join an award-winning Appointed Representative who is highly trusted source of advice to clients as their financial needs evolve over the years. This is a fun and friendly company who places high value on their unique culture. They are currently looking after around 3000 clients with over £700m Funds under Management serviced. 
The Role – Wealth Manager:
I am seeking an experienced, diploma-qualified Financial Advisor to join an exceptional team and manage a client portfolio.

Requirements:
* Excellent verbal and written communication skills, strong problem-solving abilities, and attention to detail
* Adept at managing multiple tasks and prioritizing effectively, with proficiency in using CRM software and other relevant tools
* Customer-focused, and able to handle stressful situations calmly
* Self-motivation and the ability to work independently as well as part of a team
The Person:
* Level 4 Diploma Qualified professional
* 3+ years’ experience
* St. James’s Place experience is preferred