Full job descriptionA fantastic opportunity to join a large, national retail Wealth Management business, the role comes with existing clients to service as well as new client lead generation. There are a range of excellent benefits, genuine development opportunities, hybrid working and the opportunity to manage your own schedule.
This is a remote role covering the North East of England, the nearest office is Newcastle, you will only be required attend the office occasionally
Key Responsibilities
*Deliver agreed targets
*Provide clients with a professional, high quality service
*Provide high quality advice in line with the companies expected standards
*Adhere to all regulatory requirements
*Represent the company in an professional manner at all times.
*Deliver holistic, client led financial advice.
*Use of cashflow modelling and financial planning tools.
Key Requirements
*Level 4 Diploma qualified, Chartered as well, but not essential
*A strong track record of delivering holistic financial advice
*Experience building lasting client relationships and generating repeat/referral business
*Confidence in conducting client meetings and creating tailored financial plans
*Strong understanding of regulatory requirements, including Consumer Duty
*Experience using cashflow modelling to support robust advice recommendations
Key Benefits
*Basic salary £65,000 - £80,000 depending on experience
*Uncapped performance related bonus.
*Regular supply of leads and referrals
*Existing client bank
*Ongoing Career Development
*Generous holiday entitlement - 30 days plus bank holidays
*Option to buy/sell holidays
*Company Pension and cash allowance towards other benefits
*Electric cars via Salary Sacrifice