Financial Adviser

Financial Adviser

Excellent basic salary, a wide array of benefits with high OTE

Remote working

This remote Financial Adviser role provides an opportunity to be a part of a wealth management organisation offering wealth management to high-net-worth individuals. You will meet with prospective clients with the goal of gathering new clients and assets, all clients are provided. You will be supported by 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.