Senior Financial Advisor

3 weeks ago


London, Greater London, United Kingdom Marketing Leads UK Ltd Full time

Job Title: Senior Financial Advisor

Overview:

Marketing Leads UK Ltd is a leading financial services firm specialising in Whisky investments.

Salary:

£24,000 (Basic) + £100,000 (OTE)

Key Responsibilities:
  • Manage client portfolios and sell the company's financial products.
  • Connect with inbound prospects via phone calls and Zoom calls.
  • Conduct thorough market research and analysis to identify investment opportunities and risks.
Requirements:
  • Minimum of two years of experience in the financial services industry, focusing on selling investment products.
  • Proven track record of success in managing client portfolios and achieving investment objectives.
  • Strong understanding of alternative investments.
  • Detail-oriented with strong analytical skills and the ability to make sound investment decisions.
Benefits:
  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional development and advancement within the company.


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