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Financial Consultant

Advance Search & Selection Ltd
Posted 2 days ago, valid for 18 days
Location

Invergordon, Highland IV180LT, Scotland

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Wealth Management Consultant position offers a salary of £60,000 along with a wide array of benefits and excellent on-target earnings (OTE).
  • This remote role involves providing financial advice to high-net-worth individuals while focusing on acquiring new clients and assets.
  • Candidates must possess RDR level 4 qualification and have experience dealing with high-net-worth individuals.
  • A proven track record in writing new business and strong presentation skills are essential for success in this role.
  • The position is ideal for consultants who excel in building client relationships and demonstrates high ethical and professional standards.

Wealth Management Consultant

£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 a consultant 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.