Job Description
Are you a dynamic, forward-thinking professional passionate about providing holistic financial advice? Join our rapidly growing wealth management firm and help shape the future of financial planning for individuals and businesses alike.
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.
About Us
We are one of the largest privately owned wealth management firms in the UK, with a diverse clientele spanning both the UK and internationally. Recently, we've moved into a state-of-the-art office, reflecting our commitment to innovation and excellence. We offer comprehensive financial advice, ensuring our clients' financial well-being and success.
The Opportunity
We are seeking a qualified Wealth Manager/Financial Advisor to manage our existing client bank and convert incoming leads. This role is perfect for both newly qualified advisors and experienced professionals eager to join a progressive firm.
Why Join Us?
- Hybrid Work Model: While you’ll be self-employed, we prefer candidates local to Market Harborough for a hybrid work arrangement, with 2-3 in-office days per week.
- Supportive Environment: Enjoy paraplanning and administrative support from our professional back office team.
- Flexible Compensation: Potential for a base salary equivalent, depending on your experience and the duties agreed upon.
- Growth and Development: Thrive in a fast-paced environment with ample opportunities to advance your career.
Key Responsibilities
- Manage and build upon an existing client bank, fostering long-lasting and trusted relationships.
- Expand your client base through networking, referrals, and building relationships with local professionals.
- Provide a broad spectrum of financial advice with the support of our experienced team.
Key Skills/Qualifications
- Required: Level 4 Diploma in Regulated Professional Financial Advice.
- Experience: Ideally, at least 1-year experience providing financial advice and holding competent advisor status.
- Tech Savvy: Excellent computer literacy and ability to operate database systems.
- Professional Attributes: An ethical and professional approach, a positive self-motivating work ethic, and a genuine interest in helping clients achieve their financial goals.
Join Our Team This is a remarkable opportunity for the right candidate, offering a blend of office and hybrid work arrangements. If you are enthusiastic about advancing your career and making a meaningful impact in people’s financial lives, we want to hear from you. Apply today and become part of our fantastic team!
Job Types: Full-time, Permanent
Pay: £40,000 - £100,000 OTE per year