Wealth Manager at Aviva, Liverpool, Merseyside in Liverpool

Company Overview Aviva is a leading provider of life insurance, general insurance, health insurance and asset management products to over 33 million customers worldwide. As one of the UK's largest insurance companies, Aviva has a long history of providing financial protection and security to individuals, families and businesses. With a strong presence in the UK and a global reach, Aviva is committed to helping its customers achieve their financial goals and aspirations. The company's Liverpool office is a key hub for its wealth management operations, and we are now seeking a talented and experienced Wealth Manager to join our team. Key Responsibilities For Wealth Manager The Wealth Manager will be responsible for providing high-quality wealth management services to Aviva's high net worth clients. This will involve developing and implementing tailored financial plans, managing investment portfolios, and providing expert advice on a range of financial products and services. The successful candidate will have a strong understanding of the financial markets and a proven track record of building and maintaining long-term relationships with clients. Key responsibilities will include: • Developing and maintaining a deep understanding of clients' financial goals and objectives • Creating and implementing comprehensive financial plans to meet clients' needs • Managing investment portfolios and providing ongoing investment advice • Building and maintaining long-term relationships with clients • Identifying and pursuing new business opportunities to grow Aviva's wealth management business • Collaborating with other teams within Aviva to provide a seamless service to clients Required Qualifications To be considered for this role, candidates must have a strong background in wealth management and a proven track record of success in a similar role. Required qualifications include: • A professional qualification in financial planning, such as the Chartered Financial Planner or Certified Financial Planner designation • A strong understanding of financial markets and investment products • Excellent communication and interpersonal skills • The ability to build and maintain long-term relationships with clients • A strong focus on providing excellent customer service Desired Skills In addition to the required qualifications, the following skills and experience are desirable: • Experience of working with high net worth clients • A strong understanding of tax and estate planning • Experience of managing investment portfolios and providing ongoing investment advice • A professional qualification in investment management, such as the Chartered Financial Analyst designation • Excellent business development and sales skills Compensation & Benefits The successful candidate will be offered a competitive salary range of £60,000 to £90,000 per annum, depending on experience. In addition to the salary, the role comes with a range of benefits, including: • A generous bonus scheme • A comprehensive pension scheme • Private medical insurance • Life insurance • A range of flexible benefits, including childcare vouchers and gym membership How to Apply If you are a motivated and experienced wealth management professional looking for a new challenge, please submit your application, including your CV and a covering letter, to our recruitment team. We are an equal opportunities employer and welcome applications from all suitably qualified candidates. Please note that all applications will be treated in confidence and in accordance with UK employment law. We look forward to receiving your application and discussing this exciting opportunity with you further. Qualifications: ACA Skills: Financial Analysis, Risk Assessment, Regulatory Compliance