SENIOR WEALTH MANAGER - CARDIFF, WALES - £90,000 - £100,000 + BONUS & EXCELLENT BENEFITS - #2184841

Are you an experienced Wealth Manager, Regional Manager or Advice Manager looking for an opportunity where you can genuinely influence the direction and growth of a successful wealth management business?

Our client is a highly respected and long-established Wealth Management firm that we have partnered with successfully for almost 10 years. During that time, they have continued to grow through a combination of strategic acquisitions and strong organic expansion, whilst maintaining a collaborative, supportive and highly professional culture.

As part of their ongoing growth plans, they have created a brand-new leadership position for an experienced Senior Wealth Manager to support, develop and mentor their team of Financial Advisers across Cardiff and the wider Wales region, whilst helping drive the firm's future growth strategy.

Why This Opportunity Stands Out

This is far more than a traditional management role.

You'll work closely with the Senior Management Team and heads of department, helping shape adviser performance, business strategy and future growth initiatives across the region.

The role offers significant autonomy, genuine influence, and the opportunity to make a lasting impact within a successful and ambitious organisation.

You'll be joining a business known for:

Strong adviser support and development

Excellent staff retention

Collaborative leadership team

Ambitious growth plans

High-quality client relationships

Flexible and hybrid working

A positive culture where ideas and innovation are encouraged

The Role

You will play a pivotal role in supporting and developing both new and established Financial Advisers, helping them maximise their performance and achieve their business objectives.

Key responsibilities include:

• One-to-one mentoring, coaching and support of Financial Advisers
• Setting, reviewing and monitoring annual business plans, budgets and targets
• Recruitment, onboarding and annual performance reviews
• Creating and overseeing Personal Development Plans
• Assisting with business strategy and developing new revenue streams
• Ensuring FCA compliance and maintaining company standards
• Supporting strategic projects and wider business initiatives
• Working closely with Senior Management on growth and development plans
• Building and maintaining strong professional introducer relationships throughout Wales

The Ideal Candidate

Level 4 Diploma Qualified (minimum)

Proven track record within Private Client Wealth Management

Previous experience managing, coaching and developing Financial Advisers

Strong commercial awareness and business development capability

Excellent leadership, communication and presentation skills

Comfortable engaging with senior stakeholders and influencing decision-making

Confident challenging existing processes and driving positive change

What's on Offer?

• £90,000 - £100,000 Basic Salary
• Attractive Bonus Structure
• Comprehensive Benefits Package
• Hybrid & Flexible Working
• Significant Autonomy
• Senior Leadership Exposure
• Long-Term Career Development
• Opportunity to play a key role in the firm's continued expansion

The Culture

This is a business that genuinely invests in its people. Leadership is approachable, supportive and collaborative, and employees are encouraged to contribute ideas and play an active role in shaping the future of the organisation.

For someone who enjoys developing advisers, improving performance and contributing to wider business strategy, this represents an outstanding opportunity to join a growing firm where your contribution will be highly visible, genuinely valued and rewarded.

Location

Cardiff, Wales (Hybrid Working Available)

Interested?

For a confidential discussion, please contact:

Laura Warburton

Partner | Financial Divisions LLP