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Senior Wealth Management Advisor
2 months ago
Opportunity for a Chartered Financial Consultant
Are you a seasoned Chartered Financial Consultant looking to advance your career within a reputable firm? This position offers a chance to inherit a varied portfolio of high-net-worth clients, with the potential to expand your clientele through referrals and personal introductions.
The clientele primarily consists of individuals in the accumulation phase, boasting an impressive average investment of approximately £500,000+. This includes both generational wealth and self-made affluent individuals. As their Financial Consultant, you will collaborate closely with clients to comprehend their current and future financial goals, crafting tailored strategies to fulfill their requirements.
The inherited client portfolio will span across various regions, thus we are in search of a professional who can effectively manage this territory.
You will receive comprehensive administrative and paraplanning assistance, allowing you to concentrate on nurturing strong client relationships and delivering exceptional service to encourage referrals.
As part of their growth strategy, the firm is eager to welcome an established Consultant to their team.
Requirements for Chartered Financial Consultant
- Must be a Chartered Financial Consultant with substantial financial planning expertise.
- Experience working with high-net-worth and ultra-high-net-worth clients, particularly those with generational wealth.
- Ability to establish rapport and credibility with clients.
About the Company
Our client has been a cornerstone in the industry for over four decades, delivering Wealth Management, Financial Planning, and Discretionary Fund Management services to around 600 clients. They manage assets totaling £400 million and are committed to ongoing growth.
Benefits for Chartered Financial Consultant
- Competitive salary ranging from £80,000 to £100,000, depending on experience and qualifications, along with performance bonuses.
- Additional benefits include 4x Death in Service, long-term sickness coverage, a 5% matched pension scheme, and Bupa private healthcare.
- This role offers flexibility with remote working, requiring travel to meet client needs.
Locations
North London / Hertfordshire / Cambridgeshire
Disclaimer
While Premier Jobs UK strives to provide accurate information regarding salary, benefits, and potential earnings, no guarantees are made. Premier Jobs UK accepts no liability for any loss or damage arising from reliance on this information.
