Job title: Wealth Manager / Financial Planner Location: Multiple UK regions (including Birmingham, Essex, Southwest London, Manchester, Liverpool) Job type: Full time / Permanent Start date : Q1 & Q2 2026 (preferably ASAP) Salary: TBD (negotiable dependent upon experience) We are building the nation's premier wealth management team by uniting top-tier talent with world-class partners to deliver the best client experience. Through our unique WDC programme, we provide a 'one-stop' strategic partnerships with leading accountancy firms, helping them unlock new revenue streams and build long-term capital value within their practices. Ready to kickstart a high-impact career in Wealth Management? If you are a confident, numerate professional who thrives on initiative and brings a "can-do" energy to everything you do, this is your moment. We are looking for ambitious, driven Wealth Managers / Financial Planners to join our vibrant team and fuel a rapidly expanding division in our business. Whether you have early-career experience or a solid foundation in the wealth management space, we offer a dynamic, supportive environment for talents to thrive and reach their full potential. Our WDC division is expanding across England and welcome applications from talents in Birmingham, Essex, Southwest London, Manchester, Liverpool, and beyond. Skills & Requirements Essential: Hard working Ability to work independently and as part of a team Detail orientated with a high degree of integrity Excellent time management skills Strong communication skills Capability to prioritize tasks in order to meet deadlines Analytical thinking Dynamic presentation skills Client centricity Emotional intelligence: high EQ to navigate sensitive client life events (e.g., retirement or estate planning) with empathy and a solution-oriented mindset Proficiency in the Microsoft Suite (Word, Excel, PowerPoint) Knowledge of Anti-Money-Laundering, KYC and Due Diligence requirements Preferable : 1 to 4 years of experience in financial services, ideally Wealth Management Previous experience providing wealth management or financial planning advice to high-net-worth individuals Technically proficient across investments, pensions, retirement, protection, estate planning, tax efficient structures, and cash flow modelling Able to lead client meetings, formulate compliant advice, and prepare suitability reports Experience of working with professional introducers, particularly accountants Commercial and pro-active from a sales and marketing perspective, and able to convert prospects into profitable clients Educated to a degree level Chartered Wealth Management or Financial Planner qualifications (diploma in financial advice e.g., CII or CISI) The Role Relationship Manager and Business Developer for the Private Client business unit. Sales activity planning, including reviewing existing client files to identify sales opportunities. Build and maintain strong client relationships. Responsible for client visits, potentially including presentations to groups of clients (accompanied by an certificated investment manager, where appropriate). Responsible for growing assets from existing clients and new clients. Pro-actively analyse the client's business/circumstances to determine the suitability of the Company's solutions for the client's requirements. Improve the client's overall experience with the Company, by delivering reliable administrative support and customer service. Resolving clients' queries. Producing file notes after all client meetings, summarising any additional actions required, including follow-up calls. Contributing to the development of new products and services, based on client feedback. Managing and presenting new business pitches. Compliance with legal requirements, industry regulations, organisational policies and professional codes; and Performing such other activities as the business may reasonably require. Application process - Please complete the multiple-choice questionnaire and upload your CV. - This advert will remain open until all positions have been filled, we encourage you to apply early to avoid disappointment. - Shortlisted candidates may be invited to answer few questions via video recording before the first and second interview stages. - Candidates must be based, and eligible to work in the UK. - No recruitment agencies, please. - We are committed to an inclusive hiring process and welcome applicants from all backgrounds. If you need any reasonable adjustments at any stage, please tell us. About Us Since 1998, Credo has been helping clients grow their wealth from our offices in the UK and South Africa. We are all about long-term success and building real trust through personal service. We are proud of our ability to create successful partnerships by doing business in a way that best suits our clients. Anchor is a fast-moving, entrepreneurial firm that knows how to adapt to a shifting market. We offer everything from wealth and asset management to custom investment solutions for individuals and big institutions. We are built to be agile, making sure our clients stay ahead of the curve. The Power Couple - The Credo and Anchor partnership creates a global investment powerhouse with over R250 billion in assets. By combining Credo’s international reach with Anchor’s growth-focused mindset, we are giving our clients more investment options and global scale than ever before. Why join us? We are looking for bold thinkers ready to supercharge their careers. If you are successful, you won’t just get a new job, you will transcend the traditional role to become a strategic architect, you will be able to combine deep institutional knowledge with a high-energy, collaborative environment where growth is a priority. We actively invest in our talent’s future through professional certifications and continuous expert development, ensuring that our workforce remain at the forefront of the financial world. If you are ready to boost and make a real impact in your professional career, hit Apply for this job now!