At a Glance
- Tasks: Engage with high net worth clients and build lasting relationships to grow investment portfolios.
- Company: Join a globally recognised investment manager with a great workplace culture.
- Benefits: Competitive salary, uncapped bonuses, health benefits, and generous leave policies.
- Other info: Enjoy ongoing training and a supportive, collaborative work environment.
- Why this job: Make a real impact in clients' financial futures while working remotely.
- Qualifications: Level 4 financial advisor with 5+ years of experience in client development.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
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 recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work for” lst.
The Role
As a Private Client Advisor, you will call high net worth leads provided, qualifying, and scheduling 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 £100k, 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.
Wealth advisor Nationwide (Remote) in London employer: Alexander Lort
As a Technical Writer at our innovative wrap platform, you will thrive in a dynamic work culture that values clarity and precision in communication. We offer a supportive environment with ample opportunities for professional growth, ensuring you can develop your skills while contributing to meaningful projects that impact both internal teams and external clients. Located in a vibrant area, our company promotes a collaborative spirit and champions language change, making it an excellent place for those passionate about effective communication in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth advisor Nationwide (Remote) in London
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for a wealth advisor role. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Practice your pitch! When you get those warm leads, be ready to showcase your skills and experience confidently. Role-play with a friend or family member to nail down your approach.
✨Tip Number 3
Stay organised! Keep track of your leads and appointments using a simple spreadsheet or an app. This will help you follow up effectively and show potential clients that you're on top of your game.
✨Tip Number 4
Apply through our website! We’ve got all the resources you need to make your application stand out. Plus, it’s the best way to ensure your application gets seen by the right people.
We think you need these skills to ace Wealth advisor Nationwide (Remote) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Advisor role. Highlight your experience in developing new client investment business and any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with what we're looking for. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've successfully qualified leads or closed deals in the past. Numbers speak volumes, so include any metrics that demonstrate your success.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Alexander Lort
✨Know Your Numbers
As a wealth advisor, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and investment strategies relevant to high net worth clients. Be ready to discuss how you’ve successfully managed portfolios in the past.
✨Practice Your Pitch
Since this role involves face-to-face selling, practice your pitch! Prepare a concise introduction that highlights your experience and what makes you a great fit for the firm. Role-play with a friend or family member to build confidence.
✨Understand the Company Culture
Research the company’s values and culture, especially since they’ve been recognised as a great workplace. Be prepared to discuss how your personal values align with theirs and how you can contribute to their collaborative environment.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about their client management processes and support systems. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
