Financial Adviser jobs in Hastings
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- Proven track record of meeting financial and service targets.
- AFH Financial GroupRemote in United Kingdom
- Employee discount
- Company pension
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- Demonstration of knowledge, interest and experience in…
- AFH Financial GroupRemote in United Kingdom
- Employee discount
- Company pension
- Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
- Demonstration of knowledge, interest and experience in…
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- Eight Financial AdviceHybrid work in Royal Tunbridge Wells
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Job Post Details
Wealth Manager - Coutts
Wealth Manager - Coutts
Job details
Full job description
Closing date for applications: 23/11/2026
Location Tunbridge Wells, United Kingdom
Salary £73,800 – £110,700
Job typePermanent | Contract typeFull Time
Hybrid
You’ll split your time between working from home and at one of our offices, hubs or customer locations. Most hybrid roles require a minimum of two days a week in the office, with some roles requiring more frequent on-site collaboration.
Managerial / Technical Lead
This is a general indication and doesn’t always reflect day-to-day responsibilities. Check the job description for full details.
#R-00287522
Job description
This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.
Join us as a Wealth Manager
- We’ll look to you to manage the banking, lending and investment needs of our High Net Worth (HNW) private banking clients
- In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans
- With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders
- You'll work from our Tunbridge Wells office at least two days a week whilst also attending regular client meetings across Kent when required
What you'll do
As a Wealth Manager, you’ll be providing suitable banking and lending wealth management advice, including investments. And we’ll look to you to manage the growth, profitability and business mix of an assigned portfolio.
You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. And you’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.
You’ll also be:
- Delivering profitable and sustainable business growth across a broad product range
- Demonstrating outstanding client service, professionalism and risk management
- Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
- Providing wealth management product advice and sales to clients in private wealth and private banking
- Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship
The skills you'll need
You'll already hold a QCA level 4 Advice licence with a strong record of advising HNW clients. You'll have already started your journey to level 6 which is an expectation within 2 years. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.
You’ll also demonstrate:
- The ability to articulate current views on the macro-economic environments and financial markets
- Good relationship and interpersonal skills
- Proven track record of meeting financial and service targets
- Extensive experience in pensions and financial planning
- The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence
Your benefits breakdown
Here’s a quick look at what your pay package and annual leave could look like if you get accepted for the role. We have a wide range of benefits to support you in your working life and beyond.
Please note, the presented benefits packages are based on the minimum base salary.
Tap each segment for details.
Your pay package
£
Your leave allowance
30 days Annual leave You’ll also have the opportunity to purchase up to 5 additional days off.
3 days Volunteering Take time off to support the causes you’re passionate about.
3 days Training Take time to build the skills you need to grow your career.