Wealth Management Advisor

2 days ago


Woking, Surrey, United Kingdom Premier Jobs UK Full time
About the Role

This is an exciting opportunity for a Wealth Management Advisor to join our team as a self-employed consultant. As a Wealth Management Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their long-term goals.

You will typically work with clients who are seeking to consolidate their pensions, with an average transfer value of £200,000. Through a holistic approach, you will identify opportunities for further financial planning, such as investment and tax planning.

The goal is to build a client bank of around 200, with a total FUM of approximately £40 million.

To achieve this, you will need to demonstrate excellent communication skills, a strong understanding of financial planning concepts, and the ability to work independently as a self-employed consultant.

Requirements:

  • You should hold a Level 4 Diploma in Financial Planning or equivalent.
  • You should hold Chartered Associate status as a Financial Advisor.

Estimated salary: £60,000 - £80,000 per annum depending on experience.

About Premier Jobs UK

Premier Jobs UK is a leading recruitment agency specialising in financial services roles. We have a strong reputation for providing high-quality job opportunities to professionals in the industry.

What We Offer

We offer a range of benefits, including competitive salaries, comprehensive training, and ongoing support to help you succeed in your career.



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