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Wealth Manager: Pensions, Investments & Mortgage Advice
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
Job Description & How to Apply Below
Fraser Russell Limited is seeking a Wealth Manager to provide regulated pension and retirement-planning advice, advise on investments and risk profiling, and give mortgage guidance to residential and buy-to-let clients.
You will complete client fact-finds and suitability reports, develop new wealth management relationships, generate business through referrals, and maintain compliant files while meeting FCA CPD requirements, working closely with accounts and tax professionals.
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