At a Glance
- Tasks: Engage with high net worth clients and build lasting relationships to grow investment portfolios.
- Company: Join a top-rated international investment manager with a great workplace culture.
- Benefits: Competitive salary with uncapped earnings, remote work flexibility, and strong support.
- Other info: Enjoy a supportive environment with opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real impact in the investment world.
- Qualifications: Level 4 financial advisor with 5+ years of experience in client development.
The predicted salary is between 60000 - 60000 £ per year.
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 s...
Wealth advisor Nationwide (Remote) employer: Alexander Lort
As a Wealth Advisor with our client, you will join an internationally recognised investment manager that prioritises employee satisfaction and growth. With a strong commitment to a supportive work culture, you will benefit from comprehensive training, dedicated resources, and the flexibility of remote work, all while being part of a company celebrated for its outstanding workplace environment. This role not only offers competitive earnings potential but also the opportunity to thrive in a dynamic and entrepreneurial setting, making it an excellent choice for those seeking meaningful and rewarding employment.
