Job Description
A fantastic opportunity to join a large, national retail Wealth Management business, the role comes with existing clients to service as well as new client lead generation. There are a range of excellent benefits, genuine development opportunities, hybrid working and the opportunity to manage your own schedule.
Key Responsibilities
- Deliver agreed targets
- Provide clients with a professional, high quality service
- Provide high quality advice in line with the companies expected standards
- Adhere to all regulatory requirements
- Represent the company in an professional manner at all times.
- Deliver holistic, client led financial advice.
- Use of cashflow modelling and financial planning tools.
Key Requirements
- Level 4 Diploma qualified, Chartered as well, but not essential
- A strong track record of delivering holistic financial advice
- Experience building lasting client relationships and generating repeat/referral business
- Confidence in conducting client meetings and creating tailored financial plans
- Strong understanding of regulatory requirements, including Consumer Duty
- Experience using cashflow modelling to support robust advice recommendations
Key Benefits
- Basic salary £65,000 - £80,000 depending on experience
- Uncapped performance related bonus.
- Regular supply of leads and referrals
- Existing client bank
- Ongoing Career Development
- Generous holiday entitlement - 30 days plus bank holidays
- Option to buy/sell holidays
- Company Pension and cash allowance towards other benefits
- Electric cars via Salary Sacrifice
