Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Engage with high-net-worth clients to provide tailored financial advice and grow your client base.
- Company: Join a leading wealth management organisation dedicated to client success and financial growth.
- Benefits: Enjoy a £60,000 salary, remote work flexibility, and a generous bonus scheme.
- Why this job: This role offers a chance to thrive in a supportive environment while making a real impact on clients' lives.
- Qualifications: RDR level 4 qualification and experience with high-net-worth individuals are essential.
- Other info: You'll have a dedicated team to support you, allowing you to focus on building new business.
The predicted salary is between 42000 - 84000 £ per year.
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
Contact Detail:
Advance Search & Selection Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights and referrals that may lead to job opportunities.
✨Tip Number 2
Showcase your expertise in financial consulting by engaging in discussions on platforms like LinkedIn. Share articles, comment on relevant posts, and demonstrate your knowledge to attract attention from recruiters and hiring managers.
✨Tip Number 3
Prepare for interviews by practising your presentation skills. Since strong presentation abilities are crucial for this role, consider conducting mock interviews with friends or mentors to refine your delivery and build confidence.
✨Tip Number 4
Research the company culture and values of the organisation you're applying to. Tailor your conversations during networking or interviews to align with their ethos, demonstrating that you’re a good fit for their team.
We think you need these skills to ace Financial Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth individuals and showcases your track record in writing new business. Use specific examples to demonstrate your success in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the wealth management sector. Emphasise your RDR level 4 qualification and how your skills align with the requirements of the role, particularly your strong presentation and interpersonal skills.
Showcase Your Ethical Standards: In your application, mention your commitment to ethical practices in financial consulting. This is crucial for building trust with high-net-worth clients and aligns with the professional standards expected in this role.
Highlight Team Collaboration: Discuss your ability to work within a team, especially in relation to supporting roles like paraplanners and client service groups. This shows that you can effectively collaborate to enhance client relationships and focus on new business.
How to prepare for a job interview at Advance Search & Selection Ltd
✨Showcase Your Qualifications
Make sure to highlight your RDR level 4 qualification during the interview. This is a key requirement for the role, and demonstrating your understanding of financial regulations will show that you are well-prepared and knowledgeable.
✨Demonstrate Your Experience
Be ready to discuss your experience with high-net-worth individuals. Prepare specific examples of how you've successfully managed client relationships and written new business in the past, as this will be crucial for the role.
✨Highlight Your Presentation Skills
Since strong presentation skills are essential, practice delivering a mock presentation on a financial topic relevant to wealth management. This will help you convey your ability to communicate complex information clearly and effectively.
✨Connect on a Personal Level
Prepare to engage with the interviewers on a personal level. Use your dynamic interpersonal skills to build rapport, showing that you can connect with a wide array of clients, which is vital for success in this role.
