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Lead Financial Consultant
3 months ago
About the Role:
Click and Connect Online Limited is on the lookout for a talented and driven Financial Consultant to enhance our team in the United Kingdom. The ideal candidate will play a pivotal role in delivering top-notch financial guidance to clients, effectively managing and expanding their investment portfolios, and contributing to the overall growth of our financial services division.
Key Responsibilities:
- Conduct thorough financial evaluations for clients to ascertain their objectives, needs, and risk appetite.
- Offer customized financial solutions and suggest appropriate investment strategies, products, and services.
- Foster and maintain strong client relationships to ensure satisfaction and loyalty.
- Develop a comprehensive understanding of financial markets, products, and industry developments to provide informed advice.
- Leverage a mix of warm leads, cold leads, and Self-Generated Market Fund (SMF) leads to optimize client acquisition.
- Communicate complex financial information to clients in a straightforward and comprehensible manner.
- Collaborate with colleagues to meet overall business goals and promote a positive workplace culture.
- Stay updated on industry regulations and compliance requirements.
Qualifications:
- Demonstrated experience as a Financial Consultant within the UK financial sector.
- Relevant financial certifications (e.g., CISI, CII, or equivalent).
- Strong grasp of financial products, investment strategies, and market dynamics.
- Exceptional interpersonal and communication abilities.
- Self-driven and results-oriented.
- Possession of an existing client portfolio or the capability to establish and sustain one.
Compensation:
£50,000 base salary.
25% commission on warm leads.
35% commission on cold leads.
10% commission on Self-Generated Market Fund (SMF) leads.
On-target earnings (OTE) of and above.
Additional Information:
A client base will be provided.
Potential for improved commission splits on Self-Generated Market Fund (SMF) leads when introducing personal clients.
If you are a committed and experienced Financial Consultant seeking a rewarding opportunity to advance your career, we encourage you to submit your application along with a detailed resume and cover letter. We look forward to welcoming a new member to our dynamic team.
Remote Work:
No
