Home
Manchester
Financial planner
Financial Consultant

Financial Consultant

Advance Search & Selection Ltd

Posted 8 days ago, valid for 20 days

Manchester, Greater Manchester M17 1DJ, England

£24,000 - £30,000 per annum

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

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 allows you to provide financial advice to high-net-worth individuals as part of a large wealth management organization.
You will be responsible for meeting prospective clients to gather new clients and assets, with support from a dedicated team for client transitions and retention.
Candidates must possess an RDR level 4 qualification and have experience dealing with high-net-worth individuals.
Strong presentation skills and a proven track record in writing new business are essential, along with the ability to connect with diverse 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 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.

Apply now in a few quick clicks

Financial Consultant

Financial Planner

Financial Planner

Financial Adviser