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Wealth Management Consultant
2 months ago
Role: Wealth Management Consultant
Location: Not specified
Essential Qualifications: Possesses a Level 4 Qualification in Financial Advice or equivalent professional experience
Growth Opportunity: Our established Partner practices are experiencing remarkable growth, leading to an exciting opportunity for expansion.
Are you:
- A professional eager to advance your career, demonstrating proactivity, enthusiasm, and ambition?
- A client-focused individual with a strong service-oriented mindset?
- Someone who excels in building and maintaining robust professional relationships with clients, whether in person or through virtual means?
- A self-motivated individual who can leverage the support available to reach your goals and potential?
- Committed to best practices, fostering a collaborative team environment, and ensuring positive outcomes for clients?
What we offer:
- Comprehensive business development and marketing assistance, including lead generation strategies
- Potential for a management stake within the organization
- Robust back-office support for Advisors
- Guidance and resources to achieve Chartered status
- Attractive employment package with additional benefits
This role presents a remarkable opportunity for both seasoned and aspiring financial advisors seeking to elevate their careers within a company dedicated to your professional development in a supportive and collaborative atmosphere. Here, you can focus on what truly matters: delivering exceptional financial guidance to clients, helping them achieve their financial goals and aspirations.