SENIOR WEALTH MANAGER

SUMMARY:
The Senior Wealth Manager serves existing clients and supports Wealth Planners.

POSITION INFO:
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. You'll take ownership of an existing portfolio of clients, providing high‑quality advice and building long‑term partnerships. It's 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 advantage...

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