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Financial Consultant

Financial Consultant

Advance Search & Selection Ltd

Posted 19 hours ago, valid for 19 days

Birmingham, West Midlands B27 6QS, England

Full Time

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Sonic Summary

The Financial Adviser position offers a salary of £60,000 along with a wide array of benefits 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 at least RDR level 4 qualification and experience dealing with high-net-worth clients.
The role emphasizes the importance of writing new business and requires strong presentation and interpersonal skills.
A dedicated support team will assist with client transitions and retention, allowing advisers to concentrate on acquiring new clients.

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 is an excellent role for someone who likes writing new business and comes with a generous benefits package 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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