Wealth management director Work, Jobs in Wickford North, Ess (with Salaries)

Wealth Director
Partnership Recruitment —Billericay
- Up to £100,000 a year
- Hybrid work
- Presentation skills
- School
Associate Client Manager, Charles River Development, Assistant Vice Presdient
State Street —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- PMP
Head of Sales EMEA, Charles River Development, Managing Director
State Street —London
- Full-time
- Management
- Sales
- Salesforce
12d
Global Head of Professional Services - (CRPM), Charles River Development, Managing Director
State Street —London
- Full-time
- Travel
- Business
11d
International Product, Wealth Custody & Clearing, Vice President
State Street —London
- Full-time
- Analysis skills
- APIs
- Agile
12d
Director of Program Management, Mercatus, Vice President
State Street —London
- Full-time
- Travel
- Business
13d
Accounting and Financial Reporting Manager
RSM UK —Chelmsford
- Full-time
- Hybrid work
- Supervising experience
Land Manager
Churchill Retirement PLC —Witham
- Negotiation
- Employee assistance programme
- Referral programme
Customer Experience & Insight Director
Quilter —London
- Full-time
11d
Clinic Manager Full Time (Monday - Friday)
Elite Aesthetics —Greenhithe
- £30,000 - £55,000 a year
- Full-time
- Microsoft Outlook
- Management
- Sales
- Employee discount
- Life insurance
Quick apply
12h
Project Manager – Fire Alarm System Installation
Global Fire & Security Systems LTD —London
- Full-time
- Management
- PMP
- Microsoft Office
- Annual leave
- Referral programme
Quick apply
Alpha Data Services - Data Solution Architect, Managing Director
State Street —London
- Full-time
- Azure
- Computer Science
- AWS
Alpha Solution Architect, Managing Director
State Street —London
- Full-time
- Analysis skills
- Bachelor's degree
- Financial services

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Associate Client Manager, Charles River Development, Assistant Vice Presdient
State Street —London
The Relationship Manager is responsible for managing key client relationships, serving as a trusted advisor and primary point of contact.
HR People Partner
Breen & Associates - Results Through People —Bishop's Stortford
Based at Stansted Courtyard with Hybrid working - 3 days in the office and 2 days working from home. Proven experience in an HR generalist, advisor, or business…
£35,000 - £40,000 a year
Quick apply
6d

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wealth management director jobs near wickford north, ess

Wealth Director

Partnership Recruitment -
Billericay

Apply Now

Job details

Up to £100,000 a year

Benefits

Private medical insurance

Qualifications

Presentation skills

Full job description

The opportunity

A rare opportunity to build and lead a Wealth Management division with the backing of an established client bank, a successful mortgage and protection business, and one of the UK's leading advice networks."

Build, Lead and Scale a New Wealth Management Division
£120,000 + and Benefits | Significant Growth Opportunity | Essex / London

This is not a maintenance role.
This is an opportunity for a commercially minded individual to create and lead a wealth management business within an already successful mortgage and protection firm that has spent years building trusted client relationships and a strong reputation across Essex and beyond.
If you've ever wanted the freedom to shape a proposition, build a team, influence strategy and leave a lasting legacy, this could be the role you've been waiting for.

The benefits:

Competitive basic salary up to £100k
Performance bonus delivering realistic six-figure earnings. 20-40% linked to milestones
Potential long-term incentive linked to the success of the Wealth division.
Existing client bank and referral opportunities.
Full paraplanning and administration support.
Private medical insurance.
Life assurance (4x salary).
Income protection.
All professional fees funded.
Chartered support and continued professional development.
Flexible and hybrid working.

Why This Opportunity Is Different
This firm has built a highly successful mortgage and protection business within The Openwork Partnership, helping hundreds of clients navigate some of life's most important financial decisions.
The next stage of our journey is clear.
We are launching a dedicated Wealth division and are looking for an exceptional Wealth Director to lead that growth.
Rather than inheriting an existing structure, you'll have the rare opportunity to create one.
You'll design the proposition, establish the operating model, shape the client experience, build the team and drive the growth strategy.
Most importantly, you'll have access to an established and engaged client bank, a strong referral ecosystem and the backing of one of the UK's leading advice networks.

The Opportunity
We're looking for an entrepreneurial Wealth professional who combines commercial acumen with leadership capability.
You'll initially remain hands-on with clients while establishing the foundations of the business, building Assets Under Advice and creating a scalable model capable of supporting future adviser growth.
By the end of 2027, our ambition is to exceed £10 million of Assets Under Advice and establish ourselves as a recognised destination for quality financial planning advice.
You will play the central role in making that happen.

What Success Looks Like
Within your first 12 months you will have:

Established and launched our Wealth proposition.
Created clear client segmentation and service models.
Built a consistent referral process across mortgage and protection teams.
Generated meaningful AUA growth from existing client relationships.
Implemented robust governance, suitability and servicing standards.
Positioned the business for adviser recruitment and future scale.

Within 24-36 months you will have:

Built a thriving Wealth division.
Recruited and developed additional advisers.
Established ourselves as a recognised Wealth brand.

What will you need to succeed?

You're likely to be an experienced Financial Planner, Wealth Manager or Wealth Director who has already built significant Assets Under Advice and now wants more influence over the future direction of a business.
You may currently feel constrained by bureaucracy, lack of autonomy or limited growth opportunities.
This role offers the chance to take ownership, make decisions and build something meaningful.
You'll be equally comfortable discussing complex planning strategies with clients as you are shaping a business plan, mentoring advisers and presenting performance metrics to the board.
You must hold the minimum L4 Diploma in Financial Advice and ideally be Chartered, close to, or willing to become.

Why us?

This firm are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

Apply Now

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wealth management director jobs in wickford north, ess

Wealth Director

Associate Client Manager, Charles River Development, Assistant Vice Presdient

Head of Sales EMEA, Charles River Development, Managing Director

Global Head of Professional Services - (CRPM), Charles River Development, Managing Director

International Product, Wealth Custody & Clearing, Vice President

Director of Program Management, Mercatus, Vice President

Accounting and Financial Reporting Manager

Land Manager

Customer Experience & Insight Director

Clinic Manager Full Time (Monday - Friday)

Project Manager – Fire Alarm System Installation

Alpha Data Services - Data Solution Architect, Managing Director

Alpha Solution Architect, Managing Director

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