Financial Advisor
3 months ago
Financial Advisor (Investment Sales) Location: Fully Remote (Head Office in London)
Salary: £65k basic + Commission (OTE £150k-350k+)
The Opportunity:
The primary responsibilities of the Financial Advisor are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose 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 of client relationships, allowing you to focus purely on selling.
Your Qualifications:
~ Consistent and quantifiable individual sales success with stock market investors
~ RDR level 4 qualification
~5+ years of success selling to high net worth individuals
~ Quantifiable track record in closing new investor business
~ Motivated mindset to set and reach goals: 'money is a measure of success'
~ Proven closer; outstanding documented sales ability
Benefits:
~ Highly lucrative compensation structure within an entrepreneurial setting
~100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
~28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
~ Annual Health Screening for you and your qualified dependents*
~9% company pension contribution with an additional company match up to 5%
~ Monthly gym subsidy
~ Interest-free season ticket loan available for purchase upon six months of employment**
~ Cycle scheme programme
~ Voluntary travel insurance (winter and non-winter sports option)
~ A supportive, collaborative working environment
~ Employee appreciation events
~ Ongoing training and educational support
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