Wealth Management Consultant

3 weeks ago

Birmingham, Birmingham, United Kingdom TechNET IT Recruitment Ltd Full time

Wealth Management Consultant

Full-time Position

Permanent Role

Compensation: Competitive salary with base pay plus commission and bonuses

Company Overview:

TechNET-IT is collaborating with a prestigious UK wealth management firm recognized for its holistic financial planning and investment management solutions.

To support their expanding clientele, they are looking to add experienced consultants to their team. This opportunity reflects the firm's growth trajectory and dedication to excellence in client service.

Role Overview:

This position provides a seasoned Wealth Management Consultant the opportunity to work independently, managing their own schedule while receiving support focused on their professional and personal growth.

The consultant will engage in investment strategies, retirement planning, and estate management, serving an established client base while also developing new relationships. The primary goal will be to expand and nurture their client network, understanding individual needs, and delivering tailored financial solutions.

A transition from an employed to a self-employed arrangement is available within their framework, accommodating those who desire long-term career flexibility or initial employment stability before moving to a self-employed model.

Key Responsibilities:


• Offer guidance on investment strategies, retirement plans, and estate management.


• Grow your client network through proactive outreach and relationship cultivation.


• Provide customized financial solutions based on client objectives and requirements.


• Conduct thorough consultations with both new and existing clients.


• Travel to meet clients in person, ensuring a personalized approach.

Qualifications and Skills:


• At least 2 years of experience in a Wealth Management Consultant role.


• Possesses a Level 4 Diploma (or equivalent) in Financial Planning, with CAS status.


• Exceptional communication skills, capable of engaging effectively in both written and verbal formats.


• A self-motivated individual with a strong drive for success.


• Proven experience in delivering comprehensive financial advice and fostering client relationships.

Benefits:


• Unlimited earning potential, with on-target earnings exceeding £100k.


• Extensive support from the back-office team and paraplanners.


• Indemnity insurance coverage for all advice provided.


• Contributions to your pension scheme.


• A client portfolio is provided, with expectations for further development as you acclimate to the role.

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