Wealth Management Consultant
3 weeks ago
At Lime People Search & Select Ltd, we are a distinguished firm specializing in comprehensive Financial Planning services, focusing on Pensions, Investments, Mortgages, and various Insurance products, catering to both individual clients and corporate entities across the UK.
In light of our recent growth and strategic acquisitions, we are looking to expand our team by bringing on board several seasoned Wealth Management Consultants. These professionals will play a pivotal role in driving profitable business from established High Net Worth (HNW) client portfolios.
Key Responsibilities:
- Manage and nurture a portfolio of HNW clients while actively seeking new business opportunities.
- Engage with prospective clients to evaluate their current and future financial planning requirements.
- Deliver high-quality Investment Guidance in compliance with prevailing regulations and the firm's operational standards.
- Preserve and enhance the existing HNW client relationships.
- Develop and sustain a robust network of professional contacts.
- Assess and propose enhancements to the Investment offerings, providing tailored recommendations.
Candidate Profile:
The ideal candidate will possess a minimum of 3-4 years of experience in the financial advisory sector, demonstrating a proven track record in cultivating and maintaining strong client relationships and professional networks. A Diploma in Regulated Financial Planning is essential, and a commitment to pursuing Chartered status would be advantageous.
We offer a competitive salary package complemented by an attractive bonus structure, which will be reflective of your expertise, prior experience, and qualifications.
This role is particularly suited for an Advisor looking to transition from a self-employed status to a more structured employed environment.
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