Financial Consultant

Financial Consultant

Bath Full-Time 48000 - 72000 £ / year (est.) Home office possible
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Job Description

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.

Financial Consultant employer: Advance Search & Selection Ltd

As a leading wealth management organisation, we pride ourselves on fostering a supportive and dynamic work culture that empowers our Financial Consultants to thrive. With remote working flexibility, a generous benefits package, and a dedicated team to assist with client transitions, we offer unparalleled opportunities for professional growth and success in serving high-net-worth individuals.
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Contact Detail:

Advance Search & Selection Ltd Recruiting Team

Financial Consultant
Advance Search & Selection Ltd
Location: Bath
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