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Senior Wealth Strategist
1 month ago
Join Premier Jobs UK Limited as a Senior Wealth Strategist in the South East. Work from home with quality leads and existing clients.
Company Overview: A highly respected IFA firm is seeking an experienced wealth strategist to oversee clients' current and future goals, designing strategies to match their objectives.
Estimated Salary: £45,000 - £75,000 per annum.
Job Description: As a key member of our team, you will be responsible for converting business opportunities provided by the company, building the portfolio through proactive activities.
- Deliver advice to clients in-person, virtually, or at regional offices.
Required Skills and Qualifications: Level 4 Diploma qualified with CAS status, proven track record in converting business opportunities, and full back office support.
Benefits: Holiday pay, phone, laptop, bonus structure, home-based role, and self-employed option. Our firm offers comprehensive support with specialist Administrators, Paraplanners, and Compliance Managers, allowing you to focus on client relationships.
