Financial Services Specialist
21 hours ago
Take your career to the next level as a Financial Services Specialist at Successionwealth, where we provide independent financial advice to high-net-worth clients. Our team of experts works collaboratively to deliver tailored financial solutions that meet the unique needs and goals of our clients.
We are seeking an experienced Wealth Management Professional who can deliver compliant, tailored financial advice to high-net-worth clients. This role offers a rare opportunity to work closely with our Regional Business Development Manager to develop and achieve a business plan that builds professional networks, gains referrals, and grows and retains a strong and profitable client base.
About the Role:
- An estimated annual salary of £60,000 - £80,000.
- A comprehensive benefits package, including 25 days annual leave, excellent company pension scheme, agile working arrangements, and access to a range of health benefits.
- Opportunities for professional development and career advancement within our dynamic and supportive team.
- The chance to make a real difference in the lives of our clients and contribute to the success of our business.
Key Responsibilities:
- Deliver compliant, tailored financial advice to high-net-worth clients.
- Develop and achieve a business plan to build professional networks, gain referrals, and grow and retain a strong and profitable client base.
- Maintain up-to-date knowledge of industry developments and regulatory requirements.
Requirements:
- Qualified to Level 4 or above in providing financial advice and ideally working towards Level 6 Chartered Status.
- A minimum of 1 year's experience of managing your own clients.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to deliver tailored financial solutions that meet the unique needs of our clients.
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