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Private Client Investment Advisor
Location: Nationwide (Remote)
Salary: £60,000 per annum (uncapped) OTE £120
The client
Our client is an international discretionary investment manager, with over $200 Billion aum, and 4000 employees. It has been Certified™ a great workplace by the independent analysts at Great Place to Work®, a recognised global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list.
The Role
As a Private Client Advisor, you will call high net worth leads provided, qualifying, and scheduling initial video or Face to face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention.
They seek advisors based nationwide, you can work remotely from your home base, with full support, with administration and report writing.
Skills and Qualifications
- A qualified level 4 financial advisor with at least 5 years’ experience, and a history of developing new client investment business and ability to make appointments from supplied leads.
- Clients get a comprehensive financial plan with resources on investing, estate planning, tax efficiency and much more.
Benefits
They offer an array of benefits, including Salary- 60K uncapped and transparent bonus structure. OTE £120k, year 1,
- 100% paid premiums for their top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependants
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
- Enhanced maternity pay package with 16 week's top up to full base pay for eligible employees
- Equivalent of £10,000* fertility, hormonal health and family-forming benefit,
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy of up to £50 per month
- Employee Assistance Program and other emotional well-being services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
To Apply
If you feel you are a suitable candidate and would like to work for this reputable company, please do not hesitate to apply.
