Wealth Management Advisor

4 days ago


Taunton, Somerset, United Kingdom CITRUS CONNECT LTD Full time
Role Overview

We are seeking an experienced professional to join our team as a Wealth Management Advisor. This role involves providing estate planning solutions to clients and working closely with them to understand their needs and goals.

The successful candidate will have a strong understanding of the financial services industry and the ability to communicate complex information in a clear and concise manner. They will also have excellent interpersonal skills and be able to build strong relationships with clients.

The estimated salary for this position is £65,000 - £130,000 per annum, depending on performance. In addition to your basic earnings, you can also earn from upselling services and commissions.

We offer a comprehensive training program that covers all aspects of estate planning, including sales, marketing, and product knowledge. Our support system includes a start-up kit, tablet, sales kit, and marketing materials, which will help you get started quickly and effectively.

The key responsibilities of a Wealth Management Advisor include providing estate planning solutions to clients, upselling services, and generating leads using our full training and support system.

To be successful in this role, you should have strong communication skills, a consultative sales approach, and entrepreneurial spirit. You must also be independent, motivated, and adept at generating referrals. A car and driver's license are required for this position.

We look forward to hearing from you if you are interested in this exciting opportunity.



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