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Wealth Management Consultant
3 months ago
Our client, a prominent financial services organization, is committed to delivering all-encompassing financial solutions to individuals, families, and enterprises. They take pride in their personalized approach and dedication to assisting clients in achieving their financial aspirations.
As a result of ongoing expansion, they are looking for a seasoned Wealth Management Consultant to join their team on a self-employed basis.
Role OverviewIn the capacity of a Wealth Management Consultant, you will be instrumental in guiding clients through their financial journeys, helping them to manage their finances, plan for the future, and realize their financial ambitions.
Key Responsibilities- Client Consultation: Engage with clients to evaluate their financial requirements, objectives, and risk appetite.
- Financial Planning: Craft and execute tailored financial strategies that include budgeting, saving, investing, insurance, and retirement planning.
- Investment Management: Offer insights on investment tactics, oversee client portfolios, and suggest suitable financial products.
- Ongoing Support: Provide continuous oversight and assistance for financial strategies and investment portfolios to ensure alignment with client needs.
- Compliance: Ensure that all operations adhere to regulatory standards and organizational policies.
- Relationship Building: Foster and sustain robust client relationships through regular communication and exceptional service.
The ideal candidate will possess 3-5 years of prior experience as a Wealth Management Consultant and should ideally hold a Level 4 Diploma in Financial Advice.
Position Requirements- 3-5 years of relevant experience in a financial advisory role.
- Proficiency in financial planning software and tools.
This position offers flexible working arrangements, allowing you to set your own hours as a self-employed consultant. You will have the option to work from home or in a collaborative office environment.
Additionally, there are opportunities for professional development and ongoing support.
Bennett and Game Recruitment is a multi-disciplinary technical recruitment agency based in Chichester, West Sussex, operating across the UK with specialized teams covering a variety of industries.
We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR, by applying you are granting us consent to process your data and contact you regarding this application and the services we offer.
