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Wealth Management Consultant
3 months ago
This role as a Wealth Management Consultant offers the chance to inherit a substantial portfolio exceeding £15 million.
In this position, you will assume the duty of overseeing clients' financial strategies while fostering a robust and ongoing relationship. Your focus will be on uncovering new revenue streams and business prospects to enhance the portfolio.
Additionally, you will benefit from warm introductions from prior clients transitioning to ongoing service agreements. The organization is also actively pursuing acquisitions, which will provide you with access to newly acquired clients.
You will receive comprehensive paraplanning and administrative assistance from the dedicated back-office team.
Candidate Requirements- A minimum of 3 years of experience in a similar advisory role.
- Possession of a full Level 4 Diploma in Financial Planning or an equivalent qualification, with a preference for candidates aiming for Chartered status.
Established for over three decades, the firm has expanded both organically and through acquisitions, currently managing assets exceeding £750 million. The organization is guided by a progressive board of Directors with extensive industry expertise. With ambitious growth targets aiming for £1.5 billion in assets under management, the company is well on its way to achieving this goal.
Compensation and Benefits- A competitive salary of £60,000 with potential earnings exceeding £80,000.
- Comprehensive benefits package including a £300 monthly car allowance, 25 days of annual leave plus public holidays, access to private healthcare, life insurance, and enrollment in the company pension scheme after three months.
- Flexible working arrangements, allowing for a blend of remote and office work.
- Join a collaborative team of experienced Wealth Management Consultants and support personnel.
- A management philosophy that promotes autonomy, trusting that consultants can effectively manage their performance.
- Enjoy a 3 PM finish on Fridays, with flexibility in managing your weekly schedule.
