Senior Investment Consultant

2 weeks ago


Southport, Sefton, United Kingdom Page Personnel - UK Full time
Senior Investment Consultant

  • Award winning asset management company

About Our Client:

This business is a family run, award winning wealth management firm. They have numerous offices globally and are going through a rapid period of growth. This business specialise in providing varied investment solutions to a diverse clientele. They offer numerous financial products and instruments that allow their clients to achieve long term financial goals.

This senior investment consultant role will play a crucial role in offering bespoke financial products to your clients.

The key responsibilities will be as follows:

  • Build and nurture strong relationships with clients, understanding their financial objectives, risk tolerance and investment preference.
  • Act as a trusted advisor to the client
  • Develop an in depth understanding of the businesses financial products, including investment portfolios, insurance offerings, retirement planning option's.
  • Conduct thorough financial assessments
  • Propose appropriate solutions to clients
  • Present and explain complex financial concepts and investment strategies to clients
  • Customise presentations to showcase the groups offerings
  • Collaborate with clients to set realistic and achievable financial goals
  • Regularly review and monitor progress towards clients goals & adjusting strategies as and when required
  • Ensure all recommendations adhere to relevant industry regulations and compliance guidelines
  • Work towards agreedupon targets

The Successful Applicant:

The successful Senior Investment consultant will require the following:

  • Proved experience within wealth/investment advisor role
  • An established client base
  • A portfolio of investors
  • Strong understanding of financial products: including bonds, private equity and ETF/ETI's
  • Relevant certifications (Such as CFP, CFA or equivalent)
  • Excellent communication manner
  • Customercentric mindset with genuine interest in helping clients
  • Self motivated and proactive
  • Understanding of regulatory and compliance regulations
  • Strong IT skills

What's on Offer:

  • Competitive base salary
  • Fantastic commission structure
  • Opportunity to work remotely
  • 24+8 bank holiday
  • Christmas shutdown
  • Mileage costs
  • Perkbox scheme
  • Pension
  • Contact
  • Hollie Doran
  • Quote job ref
  • JN
  • Phone number


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