High Net Worth Financial Expert
3 weeks ago
Austin Fraser is recruiting a skilled Financial Services Specialist to join our team and work with high net worth individuals near Cardiff.
About the RoleThis is an excellent opportunity for an experienced professional to leverage their expertise and build strong relationships with clients. As a Financial Services Consultant, you will be responsible for providing personalized advice, researching financial products, and negotiating deals on behalf of clients.
Key Responsibilities- Client Acquisition and Retention: Identify and pursue new business opportunities, while maintaining existing client relationships.
- Financial Analysis and Planning: Conduct thorough financial analyses and create customized plans to help clients achieve their goals.
- Market Research and Trends: Stay informed about market trends and regulatory changes to provide expert advice to clients.
- Team Collaboration and Support: Work closely with colleagues to share knowledge, best practices, and ideas to improve client outcomes.
- Professional Experience: At least 5 years of experience as a financial advisor with a proven track record of success.
- Educational Background: A degree in business management, accountancy, or a related field, or equivalent experience.
- Skill Set: Strong communication, negotiation, and analytical skills, with the ability to work well under pressure.
- Base Salary: £39,000 per annum.
- Bonus Scheme: Receive an extra 30% bonus on new business fees, plus a 5% discretionary bonus yearly.
- Leave and Holiday: Enjoy 20 days holiday plus the Christmas period off.
- Parking and Facilities: Free car parking and access to modern facilities.
- Overtime Pay: Uncapped overtime pay up to £100,000 per year.
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