Job Description
## About the Role
Meridian Financial Group is looking for a driven Wealth Manager to manage and grow a portfolio of high-net-worth private clients. You will provide holistic financial planning and investment advice.
## Key Responsibilities
• Manage and develop relationships with existing HNW clients
• Provide tailored investment and financial planning advice
• Identify new business opportunities and referrals
• Prepare comprehensive financial plans and reports
• Stay current on market conditions and regulatory changes
## Requirements
• 5+ years experience in wealth management or private banking
• Level 4 Diploma in Financial Planning (or equivalent)
• Excellent interpersonal and client relationship skills
• Track record of managing client portfolios
• GFSC-recognised qualifications preferred
## What We Offer
• Salary £55,000–£75,000 + commission structure
• Private healthcare
• 25 days annual leave
• Clear progression to Senior Wealth Manager
