About The Opportunity
Our client is one of the largest privately owned wealth management organisations in the UK. You can expect to be working in a welcoming, friendly and hard-working team that firmly believes in rewarding hard work. The owner of the business is a leading influencer in his field, currently operating 3 billion under management right now. The sole focus is on empowering individuals and businesses to achieve their personal and financial goals through tailored solutions. The Business models it’s ethos on understanding the unique needs of successful clients from diverse backgrounds, and leveraging expertise in investment planning, tax optimization, and wealth structuring to help them thrive.
Our client is seeking an exceptional Wealth Manager/Financial Advisor to oversee their existing client portfolio and convert promising new leads. This is an ideal opportunity for both newly qualified advisors and seasoned professionals eager to join a forward-thinking, dynamic firm committed to driving client success.
What’s in it for you?
Flexible Working While you'll be operating as a self-employed professional, our client is seeking candidates with good accessibility to Market Harborough to participate in a hybrid work arrangement, blending 2-3 in-office days per week with remote flexibility. Supportive Team Environment Lean on the expertise of our dedicated paraplanning and administrative support staff, empowering you to focus on driving client success.
Competitive Compensation Depending on your background and the agreed-upon responsibilities, you'll have the opportunity to earn a base salary equivalent that rewards your contributions.
Growth Potential Thrive in a dynamic, fast-paced environment, with abundant opportunities to develop your skills and advance your career.
Responsibilities
Developing and Managing Lasting Client Relationships Manage and grow an existing client bank, leveraging your expertise to foster trusted, long-term partnerships.
Expand Reach and Impact Expand your client base through networking, referrals, and building relationships with local professionals - showcasing your ability to help more individuals and businesses achieve their goals.
Deliver Exceptional Financial Expertise Provide detailed knowledge of financial guidance and solutions, backed by the support and experience within the businesses dedicated team.
About You
Qualifications: Hold a Level 4 Diploma in Regulated Professional Financial Advice CASS Qualified
Experience: Ideally, have at least 1 year of experience providing financial advice and holding competent advisor status
Technical Skills: Demonstrate excellent computer literacy and the ability to operate database systems with ease
Professional Attributes: Embody an ethical, professional approach with a positive, self-motivated work ethic
Possess a genuine interest in helping clients achieve their financial goals
Salary
Fully negotiable package with various options available.
Extra Information