Senior Asset Consultant

3 days ago


Colchester, Essex, United Kingdom Douglas Steers & Company Full time

We are a leading provider of wealth management services, consistently ranked among the top financial advisers in the country. As a Senior Asset Consultant, you will be responsible for onboarding new clients and meeting their financial planning needs. This is an exciting opportunity to join our rapidly expanding business and contribute to our success.

Key Responsibilities:
  • Client Onboarding and Financial Planning
  • Working with the Team to Drive Business Growth

Compensation and Benefits:

The salary for this position ranges from £36,000 to £60,000 per annum, with an estimated total earnings potential of £100,000. You will also receive:

  • Ongoing training and development opportunities
  • Leads provided
  • 33 days holiday
  • No weekends
  • Christmas closure
  • Full back office support
  • Opportunity to grow and develop within the company

Requirements:

  • Level 4 Diploma in Regulated Financial Planning
  • Strong work ethic and attitude to succeed

Work Schedule:

  • Monday to Friday

Additional Information:

  • Bonus scheme available


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