Wealth Manager – Pensions, Investments, Mortgages and Business Development
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-08-26
Listing for:
Allscreens Nationwide Ltd
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Wealth Manager - Pensions, Investments, Mortgages and Business Development
Company:
Company:
Fraser Russell Limited
Salary:
Salary negotiable, depending on experience
- Providing regulated pension and retirement-planning advice
- Advising on investments, risk profiling and portfolio recommendations
- Providing residential and buy-to-let mortgage advice
- Completing client fact-finds and suitability reports
- Developing new wealth management relationships
- Generating new business through referrals and professional networks
- Identifying opportunities within Fraser Russell's established client portfolio
- Maintaining compliant client files and meeting FCA and CPD requirements
- Working closely with our accounts and tax professionals
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