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Lead Financial Consultant
3 months ago
Click and Connect Online Limited is on the lookout for a proficient and driven Financial Consultant to enhance our team in the United Kingdom. The ideal candidate will play a pivotal role in delivering exceptional financial guidance to clients, overseeing and expanding their investment portfolios, and contributing to the overall success of our financial services division.
Key Responsibilities:
• Conduct thorough financial evaluations for clients to ascertain their needs, objectives, and risk appetite.
• Offer customized financial recommendations and suggest appropriate investment strategies, products, and services.
• Cultivate and maintain strong client relationships to ensure satisfaction and loyalty.
• Acquire 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.
• Clearly communicate complex financial concepts to clients in an accessible manner.
• Collaborate with team members to meet overall business goals and foster 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.
• Excellent interpersonal and communication abilities.
• Self-motivated and results-oriented.
• Existing client portfolio or 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.
• OTE of and above.
Additional Information:
• A bank of clients will be provided.
• Opportunities for enhanced commission splits on Self-Generated Market Fund (SMF) leads when introducing own clients.
If you are a committed and seasoned Financial Consultant seeking a rewarding opportunity to advance your career, we encourage you to submit your application along with a comprehensive resume and cover letter. Click and Connect Online Limited is eager to welcome a new member to our dynamic team.
Remote Work:
No
