Posted:
8/11/2024, 5:00:00 PM
Location(s):
England, United Kingdom ⋅ Cambridge, England, United Kingdom
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Sales & Account Management
Join us as a Wealth Manager
As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. And we’ll look to you to manage the growth, profitability and business mix of an assigned portfolio.
You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. And you’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.
You’ll also be:
To succeed in this role, you’ll hold an appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with holding a minimum of QCA level 4. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.
You’ll also demonstrate:
Hours
35Job Posting Closing Date:
19/08/2024Ways of Working:HybridWebsite: https://mettle.co.uk/
Headquarter Location: Knutsford, Cheshire, United Kingdom
Employee Count: 51-100
Year Founded: 2006
IPO Status: Private
Industries: Air Transportation