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Wealth Management Consultant

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Burnley, Lancashire, United Kingdom The Integrated Talent Partnership Full time

Are you dedicated to guiding individuals towards their financial aspirations? If you possess a solid history of offering trustworthy and principled advice, you may be an ideal candidate for this opportunity.

The Integrated Talent Partnership is representing a distinguished wealth management firm that specializes in all-encompassing financial planning and investment strategies tailored for individuals and families. They are in search of a Wealth Management Consultant who can cultivate enduring relationships with clients and provide tailored, comprehensive financial solutions. You will inherit a portfolio of clients in the Lancs area, minimizing the need for extensive business development.

Key Responsibilities:

  • Performing thorough evaluations of clients' financial circumstances, objectives, and risk appetite
  • Creating and executing personalized financial strategies that meet clients' unique needs
  • Regularly reviewing and adjusting clients' investment portfolios as necessary
  • Offering continuous support and education on a variety of financial matters
  • Working collaboratively with other experts within the firm to utilize their knowledge and resources
  • Ensuring adherence to all industry regulations and ethical practices

Qualifications:

  • Possession of a valid certification as a Certified Financial Planner (CFP) or equivalent
  • A minimum of 3 years' experience in a financial advisory role
  • Comprehensive understanding of financial markets, products, and services
  • Exceptional communication, interpersonal, and presentation abilities
  • A high standard of professionalism, integrity, and ethical conduct
  • A proactive, self-driven, and client-focused mindset

Compensation: In addition to a competitive base salary, a generous bonus structure of 25% - 50% is available upon meeting validation criteria.

If you believe this aligns with your career aspirations, we encourage you to explore this opportunity further.