Wealth Consultant

  • Job Reference: 18440
  • Date Posted: 30 March 2026
  • Recruiter: Source Recruitment
  • Location: Jersey
  • Salary: On Application
  • Sector: Sales & Marketing
  • Job Type: Permanent

Job Description

Our client is seeking a Wealth Consultant to develop business opportunities and provide tailored financial advice to meet clients' goals.

Key responsibilities for this role include developing and maintaining both client and internal relationships to support business growth and achieve agreed targets, providing financial information and advice tailored to clients' individual needs, and organising and leading client meetings. Candidates must hold a relevant Level 4 qualification (or higher) in line with JFSC requirements and demonstrate a commitment to ongoing professional development to meet regulatory standards. If you would like to find out more about this role, please get in touch with us today.