Wealth Management Consultant

3 weeks ago

Edinburgh, Edinburgh, United Kingdom mbf Full time
Position Overview

Wealth Management Consultant - National Financial Services Firm - Scotland (Remote & Hybrid Options) - Competitive Salary Range

Are you an ambitious and results-oriented Wealth Management Consultant seeking a rewarding career path? We are currently on the lookout for Wealth Management Consultants to join a prestigious Financial Advisory firm in the UK, catering to clients throughout Scotland. This well-respected and rapidly expanding organization is in search of professionals who aspire to cultivate and oversee their own premium client portfolio.

Role Summary:

In this position, you will benefit from the extensive support, mentorship, and resources offered by a leading entity in the financial advisory sector. You will have the chance to deliver exceptional client service while progressively developing and enhancing your own client base, with the potential for increasing earnings year after year, allowing you to take charge of your own financial success.

Core Responsibilities:

  • Provide tailored financial guidance and wealth management solutions to clients.
  • Develop and maintain a high-quality client portfolio.
  • Utilize training, leads, and client resources made available by the organization.
  • Uphold the highest standards of professionalism and ethical conduct.
  • Stay informed about industry developments and regulatory changes.
  • Exhibit a strong work ethic and willingness to network; proven training methodologies that have demonstrated success over the years will be provided, but self-motivation and a positive attitude are essential.

What We Offer:

  • Attractive base salary.
  • Unlimited bonus potential.
  • Realistic opportunity to achieve a six-figure income where you control your earnings, rather than relying on discretionary bonuses.
  • Continuous training and professional growth opportunities.
  • A collaborative and supportive workplace culture.
  • Paths for career advancement and development.
  • Starting salary range, with full OTE earning details available upon request. OTE expected to grow annually.

Qualifications Required:

  • A strong dedication to delivering outstanding client service.
  • Relevant financial planning qualifications and industry certifications (e.g., DipPFS or equivalent).
  • Demonstrated experience in financial planning.
  • Exceptional communication and interpersonal abilities.
  • Self-driven and motivated to meet targets.
  • Familiarity with financial products and investment strategies.

Work Environment:

This role offers flexible working arrangements to suit your lifestyle and promote a healthy work-life balance. You can expect to be in the office a few days each week.

If you are a committed and driven Wealth Management Consultant looking to take charge of your financial trajectory while providing exceptional client service, we encourage you to consider this opportunity. Join us in contributing to the ongoing success of our firm.

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