Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions for their financial planning distribution channel and Financial Advisers.

This role is integral in aligning practices with the company’s internal house-views and enhancing a philosophy centered on financial wellness and client centricity. You will operate as a true practice partner, delivering the full wealth management value chain to drive adviser and client growth.

Key Responsibilities:

Implement the Wealth Management value proposition across all financial planning practices and adviser segments.

Drive the adoption of the company’s investment philosophy and internal House view fund list to empower advisers to articulate value to clients.

Manage strategic partnerships with internal investment...