Wealth Management Advisor

2 months ago


Hampshire, United Kingdom OneDome Full time
Are you dedicated to delivering personalized financial guidance to individuals in the freelance and contracting sectors? Contractor Wealth is seeking a Wealth Management Advisor to enhance their reputable financial planning team.
  • Collaborate with specialists in areas such as Life Insurance, Investment Strategies, Retirement Planning, Health Coverage, and Estate Management
  • Be part of the esteemed OneDome Group, transforming the real estate industry
Key Responsibilities:
  • Engage with clients to assess their financial situations and provide customized advice
  • Investigate and present a variety of financial solutions and products
  • Formulate financial plans and keep abreast of market developments
  • Establish and nurture profitable client relationships
  • Adhere to regulatory standards and maintain Continuous Professional Development records
Qualifications:
  • Diploma Level 4 certification or equivalent
  • Familiarity with Pension and Investment vehicles
  • Experience with Capital Gains Tax and Income Tax assessments
  • Proven history of meeting performance targets
  • Excellent communication abilities and professional telephone etiquette
What We Provide:
  • Attractive salary starting at approximately £35,000+ along with performance bonuses
  • Flexible working arrangements including remote options
  • Income protection, life insurance, and additional benefits

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