Financial Planner

Advance Search & Selection Ltd

Posted 7 hours ago, valid for 11 days

Manchester, Greater Manchester M17 1DJ, England

£24,000 - £30,000 per annum

Full Time

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Sonic Summary

The Financial Adviser position offers a basic salary of £60,000 along with an excellent benefits package and high OTE.
This role is based in Manchester with remote working options, focusing on wealth management for high-net-worth individuals.
Candidates will be responsible for meeting prospective clients to gather new clients and assets, with all clients provided.
Requirements include an RDR level 4 qualification, experience with high-net-worth individuals, and a proven track record in generating new business.
Applicants should possess strong presentation skills, a motivated mindset, and the ability to engage with diverse audiences.

Financial Adviser

£60,000 basic plus excellent benefits package with high OTE

Manchester - 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, para-planners 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 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

If this opportunity is of interest, then please get in touch to find out more.

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