CREDO
Wealth Managers / Financial Planners
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Wealth Managers / Financial Planners
Full time / Permanent
As a result of our continued growth and our ambitious plans for our successful Private Client Wealth Management team we are building a strategic partnerships with national and regional accountancy firms.
We are looking for ambitious, driven Wealth Managers / Financial Planners to join our rapidly expanding and vibrant team in creating successful careers for themselves and the team.
Wealth Management experience is essential whether that be early-career or a proven relationship manager with portfolio, we offer a dynamic, supportive and entrepreneurial environment for people to thrive and reach their full potential.
Skills & Requirements:
- At least 1 to 4 years Wealth Management experience
- Chartered Wealth Management or Financial Planner qualifications (diploma in financial advice e.g., CII R0s or CISI Capital Markets Programme)
- Ongoing competency in Securities/Derivatives (12+ hours) and Retail Clients (4+ hours) through structured CPD
- Hold a Statement of Professional Standing (SPS) currently or held it in the past year
- Knowledge of Anti-Money-Laundering, KYC and Due Diligence requirements
- Emotional intelligence: high EQ to navigate sensitive client life events (e.g., retirement or estate planning) with empathy and a solution-oriented mindset
- Previous experience providing wealth management or financial planning advice to high-net-worth individuals
- Able to lead client meetings, formulate compliant advice, and prepare suitability reports
- Experience of working with professional introducers, particularly accountants
- Commercial and pro-active from a sales and marketing perspective, and able to convert prospects into profitable clients
- Educated to a degree level
- Ability to work independently and as part of a team
- Strong communication skills
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Application process – Only applications meeting requirements will be considered
- Please complete the multiple-choice questionnaire and upload your CV.
- Shortlisted candidates will contacted to progress the interview process
- Candidates must be based, and eligible to work in the UK.
- No recruitment agencies, please.
- We are committed to an inclusive hiring process and welcome applicants from all backgrounds. If you need any reasonable adjustments at any stage, please tell us.
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About Us
Since 1998, Credo has been helping clients grow their wealth from our offices in the UK and South Africa. We are all about long-term success and building real trust through personal service. We are proud of our ability to create successful partnerships by doing business in a way that best suits our clients.
Anchor is a fast-moving, entrepreneurial firm that knows how to adapt to a shifting market. We offer everything from wealth and asset management to custom investment solutions for individuals and big institutions. We are built to be agile, making sure our clients stay ahead of the curve.
Anchor Credo is global Wealth & Asset Management firm with over £12 billion in assets. We are giving our clients more investment options and global scale than ever before.
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