Asset Management Specialist

2 weeks ago

Whiteley, Hampshire, United Kingdom OneDome Full time
Join Our Team as a Financial Consultant

Contractor Wealth is a leading wealth planning practice dedicated to providing tailored financial advice to professionals in the contracting and freelance community. As a Financial Consultant, you will be part of a dynamic team that offers a range of services including life insurance, investment advice, pensions, and estate planning.

Key Responsibilities:
  • Contact clients and book meetings for in-depth reviews of their financial circumstances, current provisions, and future aims.
  • Design and implement financial strategies to meet clients' needs.
  • Stay up-to-date with financial products and legislation to provide expert advice.
  • Review financial reports generated by a supporting Paraplanner.
  • Communicate with clients about new financial products or changes to legislation that may affect their savings and investments.
  • Develop a client bank and maximize opportunities to build profitable relationships.
  • Have a comprehensive knowledge of pension and investment products.
  • Excellent working knowledge of pensions and pension transfers.
  • Good working knowledge of CGT and income tax calculations.
  • Ability to work in a compliant manner within a regulatory framework.
  • Excellent telephone manner and good written communication skills.
What We Offer:
  • Competitive salary starting at c£35,000+ (dependent on experience) plus bonus.
  • Hybrid working arrangement with one day in the office and the remainder of the week remote/home working.
  • Income protection and life insurance benefits.
  • Salary sacrifice scheme; Cycle2Work and Pension.

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