Wealth Management Consultant

2 days ago


Sheffield, Sheffield, United Kingdom Churchill Executive Full time
We're looking for a skilled Wealth Management Consultant to join our team at Churchill Executive.

About Us
Churchill Executive is a leading provider of investment management, pension planning, and estate planning services. We're dedicated to helping individuals and businesses achieve their financial goals through expert advice and tailored solutions.

Job Summary
This is an excellent opportunity for a motivated and experienced Wealth Management Consultant to take on a challenging role and contribute to the success of our team.

Key Responsibilities
  • Deliver comprehensive wealth management advice to clients, including investment planning and retirement planning.
  • Maintain strong relationships with existing clients and develop new business opportunities.
  • Stay up-to-date with industry trends, regulatory changes, and best practices in wealth management.
  • Collaborate with colleagues to drive business growth and improve client satisfaction.

Requirements
  • Possess a Level 4 Diploma in Financial Planning with valid SPS certification.
  • Have a minimum of 3 years' experience in a similar role, preferably within the UK financial industry.
  • Demonstrate exceptional communication, interpersonal, and problem-solving skills.

Package
  • A competitive salary of £70,000 - £90,000 per annum, reflecting your experience and qualifications.
  • A performance-related bonus structure to reward your achievements.
  • Ongoing training and development opportunities to enhance your skills and career prospects.


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