About Us
Our Client, specialises in personalised financial guidance, helping individuals and families build and protect their financial futures.
Opportunity
We are seeking a motivated Wealth Consultant to join their team remotely on a full-time basis. In this role, you will collaborate closely with clients to develop tailored financial strategies, focusing on long-term growth, security, and lifestyle alignment. This includes advising on everything from retirement and inheritance to portfolio structure and everyday money management.
Key Responsibilities
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Guide clients through holistic financial assessments and personalised goal setting
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Design and implement bespoke financial and retirement strategies
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Maintain strong client relationships and offer ongoing support
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Ensure compliance with current financial regulations and best practices
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Collaborate with internal specialists to deliver well-rounded financial solutions
What You’ll Bring
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Proven background in financial advice and strategic planning
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Expertise in retirement solutions, wealth preservation, and client engagement
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Strong communication, analytical, and independent working skills
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Relevant qualifications such as QFA or CFP are essential
If you woudl like to learn more, please get in touch.
