SENIOR WEALTH MANAGER

An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship‑driven professional with solid wealth management expertise to advance their career within a respected organisation. Youll take ownership of an existing portfolio of clients, providing high‑quality advice and building long‑term partnerships. Its an excellent fit for someone eager to broaden their experience including paraplanners ready to step into a more client‑facing, strategic role.

Your:

• Formal Education:
  • 3 Year Degree
  • Post Grad in Financial Planning (CFP Designation Advantageous)
  • RE Qualification(advantageous)
• Experience:
  • ± 5 years experience in the financial services industry. Experience as a Wealth Manager or Paraplanner is advantageous.
  • Verbal and written communication, in...