Wealth Management Consultant

3 days ago


Birmingham, Birmingham, United Kingdom Greatmans Consulting Ltd Full time
Job Opportunity:
A Wealth Management Consultant role has become available at Greatmans Consulting Ltd, a truly independent Chartered Financial Planning firm. As an HNW Financial Specialist, you will have the opportunity to develop a book of high net worth clients from leads provided and your own network.

About the Role:
This is a fantastic opportunity for a High Net Worth Advisor to take ownership of their business and have the chance to buy into the company over the next couple of years. You will have flexible working arrangements, with the option to work from home or the office.

About the Firm:
GREATMANS CONSULTING LTD is a modern and entrepreneurial spirit-driven company dedicated to creating a dynamic environment where employees can thrive. We offer unrivalled support, a two-week turnaround on reports, and a range of benefits including bonus and benefits.

Requirements:
You will need to be ideally chartered, or working towards it, with strong skills in wealth management. You will also require excellent communication and interpersonal skills, as well as the ability to manage your own diary and working day.

What We Offer:
As a Wealth Management Consultant at Greatmans Consulting Ltd, you can expect a salary of £75,000 - £90,000, plus bonus and benefits. You will also have the opportunity to take ownership of your business and have the chance to buy into the company over the next couple of years.

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