Wealth Management Partner

3 weeks ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Wealth Management Partner - London
Pay: Self-Employed Package

Wealth Management Partner - London

Our client is looking for a Wealth Management Partner to join their firm based in London. You will have access to a team of paraplanners and financial admins to help support your career as a Financial Adviser. We are working with an award-winning wealth management firm that aims to help aspiring Financial Advisers by providing flexibility and freedom of growth within their network, offering independent advice to high-net-worth clients and rewarding them with equity within their practice.

Responsibilities

  1. Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  2. Assess clients' overall financial picture, understand their needs, and develop a solid financial plan
  3. Guide clients towards profitable and secure financial decisions
  4. Cultivate a client base and build win-win relationships
  5. Network, generate leads, and seize opportunities to sell funds, stocks, bonds, etc., to meet sales quotas
  6. Keep abreast of new industry trends and research the market to support financial consulting
  7. Oversee the course of the financial plan and update it, if necessary, to ensure profitability
  8. Comply with all industry rules and regulations
  9. Liaise with providers, solicitors, valuers, and other professionals

Requirements and Skills

  1. Proven working experience as a Financial Adviser, Financial Planner, or relevant experience
  2. Track record of successful financial guidance
  3. Ability to analyze market financial data and provide appropriate data-based advice
  4. Strong communication, negotiation, and presentation skills
  5. Accuracy, attention to detail, and the ability to explain complex information clearly and simply
  6. Excellent PC knowledge and ability to operate database systems
  7. Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
  8. Degree in Finance or related field preferable
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