Associate Director, Wealth Manager
Associate Director, Wealth Manager – Birmingham
Salary: £80,000 - £90,000
Benefits: Hybrid working, Private medical insurance, Life assurance, Bonus scheme, Professional development, Performance-related bonus scheme, Flexible benefits package, Structured leadership coaching and professional development
About the Company
A prestigious, market-leading wealth management firm known for its consultative approach and extensive regional presence, the organisation is actively investing in digital technology and advisory infrastructure to empower its client-facing professionals.
Role Summary
This role offers an experienced Wealth Planner or Wealth Manager the opportunity to step into an Associate Director position with a premier national wealth firm in Birmingham. Backed by institutional resources, digital tools, and a comprehensive multi-disciplinary proposition across investments, credit, and estate planning, you will step into an established portfolio while enjoying the autonomy to build your regional footprint.
Key Responsibilities
Manage and advise an inherited portfolio of high-net-worth clients with comprehensive financial planning needs, giving you immediate client ownership and a stable foundation without having to build a book from scratch.
Formulate and deliver targeted business development strategies across the regional professional community, enabling you to expand your network, raise your profile, and control your own asset growth.
Collaborate across internal specialist disciplines including discretionary fund management, credit, and trust services, offering you full access to sophisticated institutional solutions to solve complex client scenarios.
Provide mentorship and technical coaching to junior wealth team members, strengthening your leadership track record and expanding your managerial capability within an established regional office.
Requirements
Level 6 CII (such as Chartered Financial Planner or Advanced Diploma in Financial Planning) or Level 7 CISI Chartered Wealth Manager qualification.
Substantial client-facing experience advising high-net-worth individuals within an established wealth management or financial planning firm.
Deep technical understanding of holistic wealth planning, current tax frameworks, retirement structures, and broader investment strategies.
Strong relationship management and commercial acumen, with the ability to present a viable business development plan during the interview process.
If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.
Related Job Titles: Wealth Manager, Chartered Financial Planner, Senior Wealth Planner, Private Client Director, Associate Director - Financial Planning
Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.
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