Wealth Manager at Legal & General, Swansea, Wales

Legal & General is a well-established financial services company operating in the banking and finance industry, with a strong presence in Swansea, Wales, United Kingdom. As a Wealth Manager at Legal & General, you will be responsible for providing expert financial advice and wealth management services to clients in order to help them achieve their financial goals.

Key Responsibilities For Wealth Manager:
- Develop and maintain client relationships, understanding their financial needs and objectives
- Analyse clients' financial situations and provide tailored investment advice and wealth management solutions
- Create and implement comprehensive financial plans to meet clients' short and long-term goals
- Monitor and review clients' investment portfolios regularly, making recommendations for adjustments as needed
- Keep abreast of financial market trends and products to provide up-to-date advice to clients
- Collaborate with other financial professionals within Legal & General to deliver holistic financial solutions

Required Qualifications:
- Proven experience working as a Wealth Manager or in a similar role within the financial services industry
- Recognised qualifications such as CISI Level 4 Diploma in Investment Advice or equivalent
- Strong knowledge of investment products, financial planning, and wealth management strategies
- Excellent communication skills with the ability to build rapport and trust with clients
- Sound understanding of regulatory requirements and compliance standards in the UK financial industry

Desired Skills:
- Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) accreditation
- Experience in managing high-net-worth clients and complex investment portfolios
- Proficiency in financial planning software and tools
- Ability to work effectively in a team environment and collaborate with colleagues across different departments

Compensation & Benefits:
The annual salary range for the Wealth Manager position at Legal & General in Swansea, Wales, is £40,000 to £60,000, depending on experience and qualifications. In addition to competitive pay, we offer a comprehensive benefits package including pension contributions, healthcare coverage, and opportunities for professional development and advancement within the company.

How to Apply:
To apply for the Wealth Manager role at Legal & General, please visit our careers page on the company website and submit your CV along with a cover letter outlining your relevant experience and qualifications. We look forward to receiving your application and potentially welcoming you to our dynamic team in Swansea.