Financial Adviser

£60,000 salary, a wide array of benefits with excellent OTE

Remote working

This remote Financial Adviser role provides an opportunity to be a part of a wealth management organisation offering financial advice to high-net-worth individuals. You will meet with prospective clients with the goal of gathering new clients and assets, all clients are provided. Supported by a dedicated team of the technical research, paraplanners and client service groups who manage the transition and retention of client relationships, allowing you to focus on new business. Meetings are a mixture of zoom, teams and in-person.

Requirements:

• RDR level 4 qualification
• Experience dealing with high-net-worth individual
• Track record in writing new investor business
• Motivated mindset to set and reach to goals set.
• Strong presentation skills
• Ability to connect with a wide array of audiences through dynamic interpersonal skills
• Highly ethical and professional

If this opportunity is of interest, then get in touch to find out more.