Financial Services Professional

6 days ago

St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time
About Our Company

Click and Connect Online Limited is a leading financial advisory consultancy dedicated to securing our clients' financial futures.

We operate in a borderless and independent manner, offering a fresh and dynamic approach that sets us apart in the offshore marketplace.

Why Choose Us

We are committed to providing the key competencies for success in a Wealth Management career.

We operate a rigorous selection process to ensure that our team delivers exceptional services.

All employees are dedicated to gaining the knowledge and skills required to provide world-class financial planning and wealth management services to expatriates worldwide.

Key Responsibilities

Evaluate and advise on medium to longer-term financial objectives in areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.

Work in a face-to-face capacity with clients, providing specific advice tailored to nationality and location.

Collaborate with marketing, coordination, and paraplanning teams for day-to-day client meetings.

Uphold high standards and undergo ongoing training to meet both client and company expectations.

What We Value

Solid interest in building or advancing a career in Financial Services.

Willingness to learn, with a minimum strive for Level 4 qualification.

High-quality professional communication skills.

Success and target-driven mindset.

Positive self-motivation.

Desire to be part of a firm with a strong reputation and a growing global brand.

Fluent English proficiency, proven sales ability, and an entrepreneurial mindset.

Benefits

Very competitive remuneration with exceptional earnings for top achievers.

Regular incentives, including international conventions.

Potential opportunity to be part of aggressive global expansion plans and open new offices globally.

Important Note:

Ideally, candidates should already have existing AUM/book of existing clients.

If you have prior experience as an Independent Advisor or Wealth Manager, or if you're looking to take the next step in your career, this is a unique opportunity to join a dynamic team and contribute to the success of a reputable and growing firm.

Apply now to be part of our exciting journey in reshaping the landscape of Wealth Management

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