Wealth Manager – Pensions, Investments, Mortgages and Business Development
| Company: | Fraser Russell Limited |
|---|---|
| Salary: | Salary negotiable, depending on experience |
| Hours: | Full-time |
| Location: | Birmingham, B16 8SP |
| Working pattern: | On-site |
| Job type: | Permanent |
| Posting date: | 21 Aug 2026 |
| Closing date: | 20 Sept 2026 |
Summary
💷 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
🔍 Conducting ongoing client reviews
🤝 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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Fraser Russell Limited
Birmingham
On-sitePermanentFull time