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Financial Adviser
£60,000 salary, a wide array of benefits with excellent OTE
Remote working
This remote Financial Adviser role provides an opportunity to be a part of a wealth management organisation offering financial advice to high-net-worth individuals. You will meet with prospective clients with the goal of gathering new clients and assets, all clients are provided. Supported by a dedicated team of the technical research, paraplanners and client service groups who manage the transition and retention of client relationships, allowing you to focus on new business. Meetings are a mixture of zoom, teams and in-person.
Requirements:
- RDR level 4 qualification
- Experience dealing with high-net-worth individual
- Track record in writing new investor business
- Motivated mindset to set and reach to goals set.
- Strong presentation skills
- Ability to connect with a wide array of audiences through dynamic interpersonal skills
- Highly ethical and professional
If this opportunity is of interest, then get in touch to find out more.
