Wealth Manager

Job Description

Our Business: [Employer hidden — sign up to reveal] Wealth Management Europe provides comprehensive wealth management capabilities through [Employer hidden — sign up to reveal] Brewin Dolphin and [Employer hidden — sign up to reveal] Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.

What is the opportunity? Our Birmingham office is seeking a talented Wealth Manager in the early stages of their advisory career. If you’re a recently qualified advisor with a passion for wealth management and a drive to succeed, we would love to hear from you. Whilst experience does not have to be extensive, the ideal candidate will have recently obtained approval to provide advice and gained hands-on experience managing client relationships. This is your chance to take the next bold step in your career, joining a dynamic team where ambition meets opportunity. As a Wealth Manager, you’ll be at the forefront of our mission to deliver net revenue growth while ensuring outstanding client experiences. This role is ideal for someone eager to build and nurture client relationships and develop a deep understanding of their financial goals and ambitions and collaborate and grow. You will work alongside specialists to deliver bespoke wealth advice and grow your expertise in financial planning, investment management, and banking. [Employer hidden — sign up to reveal]’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Manage a diverse client base, fostering trust and delivering tailored wealth solutions.
• Originate new business opportunities through referrals and proactive networking.
• Champion [Employer hidden — sign up to reveal]’s values—Client First, Collaboration, Accountability, Diversity & Inclusion, and Integrity—in every interaction.
• Stay ahead of the curve with continuous professional development and specialist training.
• Adhere to regulatory standards, ensuring compliance with FCA rules.

What do you need to succeed?

Must-have:

• Level 7 Chartered Wealth Manager qualification, with a passion for wealth management.
• Proven relationship management skills—ability to earn client trust and articulate complex financial concepts simply.
• A growth mindset—thrive in changing environments, embrace new challenges, and drive business development.
• Strong communication and presentation skills—confidently engage clients and colleagues alike.
• Team player—collaborate across departments to deliver One [Employer hidden — sign up to reveal] solutions.

Nice-to-have:

• Proactive networking in the local and surrounding areas with pre-established connections.

What is in it for you?

• A comprehensive total rewards program including bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team

Additional Job Details

Address: 81 COLMORE ROW:BIRMINGHAM
City: Birmingham
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-03-09
Application Deadline: 2026-05-19

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