Executive Financial Consultant
3 weeks ago
We are seeking an experienced and driven financial professional to join our team as a self-employed executive financial consultant. As a senior wealth manager, you will be responsible for providing high-net-worth clients with personalized financial advice and solutions.
The ideal candidate will have a strong background in finance and a proven track record of success in managing client relationships. You will work closely with our team to develop and implement customized financial plans that meet the unique needs of each client.
This is an excellent opportunity for a motivated and ambitious individual to take control of their career and build a successful business. With our support and resources, you will be able to achieve your full potential and earn a competitive income.
The estimated salary for this role is £150k-£300k+ per annum, depending on performance. This includes a base salary of 40% of all income generated, plus opportunities for bonuses and capital events.
About the Role
In this role, you will be responsible for managing a portfolio of high-net-worth clients, providing them with personalized financial advice and solutions. You will also be expected to build and maintain strong relationships with these clients, identifying their financial goals and developing strategies to achieve them.
You will work closely with our team to stay up-to-date with industry developments and best practices, ensuring that your clients receive the highest level of service and expertise. Your success will be measured by your ability to grow your business, build strong client relationships, and consistently deliver high-quality results.
Requirements
To be considered for this role, you must have a strong background in finance and a proven track record of success in managing client relationships. You should also have excellent communication and interpersonal skills, as well as the ability to work independently and manage multiple priorities simultaneously.
A bachelor's degree in a related field, such as finance or accounting, is required. Additionally, you should have a Chartered status or equivalent experience. If you are a motivated and ambitious individual with a passion for finance, we encourage you to apply for this exciting opportunity.
Benefits
This role offers a range of benefits, including:
* Competitive salary: £150k-£300k+ per annum
* Opportunity for bonuses and capital events
* Comprehensive training and support
* Flexible working arrangements
* Opportunities for career advancement and professional development
About Us
We are a leading provider of financial services, dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional service and expertise, and we are always looking for talented individuals to join our team. If you are a motivated and ambitious individual with a passion for finance, we encourage you to apply for this exciting opportunity.
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