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Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
Wealth Manager
Salary Area Job Ref Consultant Sector
to c£65,000 + benefits Nottinghamshire AL818 Angela Liscombe Financial Advice


Wealth Manager

Nottinghamshire (ref AL818)

Attractive basic salary between c£45,000 and £65,000 per annum  + benefits and client bank


My client is a leading global provider of independent financial advice providing holistic wealth management advice to a wide range of High Net Worth clients.


As part of their growth plans, they are seeking to recruit further highly qualified and experienced financial advisers.

The Role

You will provide advice to clients, based on their personal financial goals.  The role is focused on building relationships with existing and new clients and will thus involve effective communication skills, excellent information gathering capabilities and technical competence to provide excellent client service.  

You will provide advice on all areas of financial planning for Individual clients of the company including, Pension, Protection and Investment opportunities, including advice surrounding overseas investments and pensions (QROPs).

Key Tasks and Responsibilities

·         Make and attend meetings with identified individuals to identify financial planning needs;

·         Conduct periodic reviews with individual clients as agreed with the client;

·         Be compliant in all activities in accordance with regulations and standards;

·         Maintain appropriate skills and knowledge to provide specialist, professional independent financial advice in all relevant business areas.

Qualifications, Experience and Skills

·         A proven track record in a whole of market wealth management adviser role;

·         The ability to delegate to appropriate support staff (Paraplanners and administrators);

·         Proven track record in Financial Services with an excellent knowledge of all aspects of the individual pensions, protection and investment markets;

·         Minimum of five years’ advisory experience;

·         Good understanding of all aspects of financial planning;

·         RDR Level 4 qualification as a minimum; Chartered status highly desirable;

·         Capable of competently using MS Office packages including Excel, Word, Outlook.

If this role is of interest, please apply in confidence with an up to date CV to Angela Liscombe of North Oak Recruitment.

By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. We aim to respond to all applications but occasionally, due to overwhelming application response, this is not possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.

 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.