Wealth Management Consultant
2 days ago
We are looking for a skilled and experienced Wealth Management Consultant to join our team. As a key member of our Wealth Management team, you will play a vital role in delivering exceptional financial planning services to our clients.
This is an exciting opportunity for someone who wants to take their career to the next level in the field of wealth management. Our ideal candidate will have a strong understanding of UK-specific investment products, pensions, and tax-efficient savings options.
The successful candidate will have relevant professional qualifications such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
Salary Information:
This role comes with a salary of £40,000 - £60,000 per annum, depending on experience.
About the Role:- Collaborate with our supporting team to identify and establish contact with potential clients.
- Analyse information required to provide financial planning advice and make recommendations aligned with internal procedures.
- Complete all administration tasks accurately and efficiently in line with guidelines.
- Maintain up-to-date knowledge of compliance matters and Conduct Rules.
- Client Engagement: Engage with clients to understand their financial objectives, risk tolerance, and investment preferences.
- Financial Strategy: Create personalized financial plans for clients considering factors such as retirement planning, wealth management, inheritance tax planning, and protection strategies.
- Investment Guidance: Research, evaluate, and suggest suitable investment options based on clients' objectives and risk profiles.
- Retirement Guidance: Guide clients on UK-specific retirement savings options and advise on maximizing retirement savings.
- Regulatory Compliance: Ensure adherence to all relevant UK financial regulations and laws.
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