Financial Services Professional

3 days ago

St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time
About Our Company

Our company, Independent Resourcing Consultancy Ltd, is a leading financial advisory consultancy dedicated to securing our clients' financial futures. Founded by experienced financial advisers, we offer a fresh and dynamic approach that sets us apart in the industry.

Why Choose Us

We are committed to providing the key competencies for success in a Wealth Management career. Our rigorous selection process ensures that our team delivers exceptional services. All employees are dedicated to gaining the knowledge and skills required to provide world-class financial planning and wealth management services to clients worldwide.

Key Responsibilities
  • Evaluate and advise on medium to longer-term financial objectives in areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.
  • Work in a face-to-face capacity with clients providing specific advice tailored to their nationality and location.
  • Collaborate with marketing coordination and paraplanning teams for day-to-day client meetings.
  • Uphold high standards and undergo ongoing training to meet both client and company expectations.
What We Value
  • Solid interest in building or advancing a career in Financial Services.
  • Willingness to learn with a minimum strive for Level 4 qualification.
  • High-quality professional communication skills.
  • Success and target-driven mindset.
  • Positive self-motivation.
  • Desire to be part of a firm with a strong reputation and a growing global brand.
  • Fluent English proficiency, proven sales ability, and an entrepreneurial mindset.
Benefits
  • Very competitive remuneration with exceptional earnings for top achievers.
  • Regular incentives, including international conventions.
  • Potential opportunity to be part of aggressive global expansion plans and open new offices globally.
Important Note

Ideally, candidates should already have existing AUM/book of existing clients. If you have prior experience as an Independent Advisor or Wealth Manager, or if you're looking to take the next step in your career, this is a unique opportunity to join a dynamic team and contribute to the success of a reputable and growing firm.

Apply now to be part of our company's exciting journey in reshaping the landscape of Wealth Management.

Remote Work: No

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