Type of Position: Wealth Management Partner - London
Pay: Self-Employed Package
Wealth Management Partner - London
Our client is looking for a Wealth Management Partner to join their firm based in London. You will have access to a team of paraplanners and financial admins to help support your career as a Financial Adviser. We are working with an award-winning wealth management firm that aims to help aspiring Financial Advisers by providing flexibility and freedom of growth within their network, offering independent advice to high-net-worth clients and rewarding them with equity within their practice.
Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess clients’ overall financial picture, understand their needs, and develop a solid financial plan
- Guide clients towards profitable and secure financial decisions
- Cultivate a client base and build win-win relationships
- Network, generate leads, and seize opportunities to sell funds, stocks, bonds, etc., to meet sales quotas
- Keep abreast of new industry trends and research the market to support financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profitability
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers, and other professionals
Requirements and Skills
- Proven working experience as a Financial Adviser, Financial Planner, or relevant experience
- Track record of successful financial guidance
- Ability to analyze market financial data and provide appropriate data-based advice
- Strong communication, negotiation, and presentation skills
- Accuracy, attention to detail, and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
- Degree in Finance or related field preferable
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