Financial Planner
Manchester
Financial Adviser
£60,000 basic plus excellent benefits package with high OTE
Manchester - Remote working
This remote Financial Adviser role provides an opportunity to be a part of a wealth management organisation offering wealth management to high-net-worth individuals. You will meet with prospective clients with the goal of gathering new clients and assets, all clients are provided.You will be supported by dedicated team of the technical research, para-planners 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 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
If this opportunity is of interest, then please get in touch to find out more.
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The Successful Applicant
A successful Financial Accountant should have:
• A relevant accounting qualification (ACA/ACCA/CIMA).
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