Wealth Management Consultant

3 weeks ago


Glasgow, Glasgow City, United Kingdom One Financial Solutions Full time

Are you ready to elevate your career? If you find yourself seeking a rewarding opportunity that fosters collaboration and innovation, look no further. At One Financial Solutions, we are dedicated to empowering our advisors and nurturing their entrepreneurial spirit. We believe that the success of our organization is built on the strength of our team, and we are excited to expand our family.

Role Overview

The successful candidate will be responsible for delivering tailored investment strategies aimed at helping clients achieve their long-term financial aspirations. A meticulous approach to creating financial plans and ensuring the accuracy of all information is essential.

Key Responsibilities

  • Deliver comprehensive financial planning assistance to clients.
  • Collaborate with investment professionals to strengthen client relationships.
  • Develop financial plans and rigorously verify their precision.
  • Embrace an entrepreneurial mindset.

Qualifications

  • Minimum Level 4 qualification and CAS Status.
  • In-depth knowledge of the investment sector.
  • Exceptional interpersonal communication skills.
  • A strong team player who thrives in a collaborative environment.


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