Capio Recruitment
Associate Director, Wealth Manager
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Associate Director, Wealth Manager – Birmingham
Salary: £80,000 - £90,000
Benefits:
- Hybrid working
- Private medical insurance
- Life assurance
- Bonus scheme
- Professional development
- Performance-related bonus scheme
- Flexible benefits package
- Structured leadership coaching and professional development
About the Company
A prestigious, market-leading wealth management firm known for its consultative approach and extensive regional presence, the organisation is actively investing in digital technology and advisory infrastructure to empower its client-facing professionals.
Role Summary
This role offers an experienced Wealth Planner or Wealth Manager the opportunity to step into an Associate Director position with a premier national wealth firm in Birmingham. Backed by institutional resources, digital tools, and a comprehensive multi-disciplinary proposition across investments, credit, and estate planning, you will step into an established portfolio while enjoying the autonomy to build your regional footprint.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Manage and advise an inherited portfolio of high-net-worth clients with comprehensive financial planning needs, giving you immediate client ownership and a stable foundation without having to build a book from scratch.
- Formulate and deliver targeted business development strategies across the regional professional community, enabling you to expand your network, raise your profile, and control your own asset growth.
- Collaborate across internal specialist disciplines including discretionary fund management, credit, and trust services, offering you full access to sophisticated institutional solutions to solve complex client scenarios.
- Provide mentorship and technical coaching to junior wealth team members, strengthening your leadership track record and expanding your managerial capability within an established regional office.
Requirements
- Level 6 CII (such as Chartered Financial Planner or Advanced Diploma in Financial Planning) or Level 7 CISI Chartered Wealth Manager qualification.
- Substantial client-facing experience advising high-net-worth individuals within an established wealth management or financial planning firm.
- Deep technical understanding of holistic wealth planning, current tax frameworks, retirement structures, and broader investment strategies.
- Strong relationship management and commercial acumen, with the ability to present a viable business development plan during the interview process.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.
Related Job Titles: Wealth Manager, Chartered Financial Planner, Senior Wealth Planner, Private Client Director, Associate Director - Financial Planning
Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London