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Financial Consultant

2 months ago

Bristol, Bristol, United Kingdom Advance Search & Selection Ltd Full time

Job Summary:

We are seeking a highly motivated and experienced Financial Consultant to join our team at Advance Search & Selection Ltd. As a Wealth Management Professional, you will play a key role in providing exceptional service to our high-net-worth clients.

About the Role:

This is an exciting opportunity to work with a leading wealth management organization, offering a range of benefits and a high OTE. As a Financial Consultant, you will be responsible for meeting with prospective clients, gathering new business, and building strong relationships with our existing clients.

Key Responsibilities:

  • Meet with prospective clients to gather new business and assets
  • Work with a dedicated team to manage client relationships and transitions
  • Develop and implement strategies to grow new business and increase revenue
  • Provide exceptional service to high-net-worth clients, meeting their financial needs and goals
  • Collaborate with the technical research, paraplanners, and client service groups to ensure seamless client service

Requirements:

  • RDR level 4 qualification
  • Experience dealing with high-net-worth individuals
  • Track record in writing new investor business
  • Motivated mindset to set and reach goals
  • Strong presentation skills
  • Ability to connect with a wide array of audiences through dynamic interpersonal skills
  • Highly ethical and professional

What We Offer:

As a Wealth Management Professional at Advance Search & Selection Ltd, you will have the opportunity to work with a leading organization in the industry, offering a range of benefits and a high OTE. You will be supported by a dedicated team and have the chance to grow your career in a dynamic and fast-paced environment.