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Financial Consultant

Financial Consultant

Advance Search & Selection Ltd

Posted 8 days ago, valid for 19 days

Birmingham, West Midlands B27 6QS, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The Financial Adviser position offers a salary of £60,000 along with a comprehensive benefits package and excellent on-target earnings (OTE).
This remote role is part of a large wealth management organization focused on providing financial advice to high-net-worth individuals.
Candidates are expected to have RDR level 4 qualifications and experience dealing with high-net-worth clients.
Successful applicants will have a proven track record in generating new business and possess strong presentation skills.
The position provides support from a dedicated team, allowing advisers to concentrate on client acquisition and relationship management.

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 large 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. This role has excellent benefits and open ended bonus scheme.

Requirements:

RDR level 4 qualification
Experience dealing with high-net-worth individual
Track record in writing new business
Strong presentation skills
Ability to connect with a wide array of clients through dynamic interpersonal skills
Highly ethical and professional skills

If this opportunity is of interest, then please get in touch to find out more.

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