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Copyright © 2026
Copyright © 2026
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Company Description
SI Capital Ltd, established in 2003, is an independent Stock Broker based in Godalming, Surrey. Known for a straightforward and honest approach to investing, the firm provides clients with direct access to global stock markets. SI Capital specializes in a range of services, including advisory stock broking, stocks and shares ISAs, inheritance tax relief portfolios, self-invested personal pensions, and IPO and placing services. The company is committed to delivering exceptional service, accessibility, and performance to its diverse client base.
Role Description
This is a full-time on-site role for a Wealth Manager, located in Godalming. The Wealth Manager will be responsible for developing and implementing tailored financial plans, managing investment portfolios, and ensuring clients achieve their financial goals. Day-to-day tasks include advising clients on investments, providing financial and insurance planning, monitoring financial trends, and maintaining a thorough understanding of global stock markets to deliver informed recommendations.
Qualifications