Independent Financial Consultant
Independent Financial Consultant – Shareholder - Uncapped Fees, minimum 100k OTE
·Are you used to dealing with HNWI + UHNWI on a daily basis?
·Can you provide a contact book of HNW & Corporate clients?
·Do you have a level 4 + qualification or equivalent?
Don’t stop reading now, we love you already!
One of our favourite clients is recruiting again for an Independent Financial Consultant. This is a unique opportunity for a skilled Financial Advisor to step up to a shareholder position in a thriving business!
This role comes with many duties and responsibilities one of which is recommending the most appropriate service and product to clients as well as keeping a high standard of professionalism. You will also be ensuring that your clients are fully aware and understand the product and how it meets their needs in order of getting the sale over the line. On a weekly basis you will be setting meetings with new and existing clients in order to satisfy their investing needs. A key factor in this role is keeping up to date with the laws and legislations in the industry in order to provide the best service possible.
The ideal candidate will be self employed with a level 4 diploma or higher. You will be highly motivated and well organized, as well as being disciplined and professional. You will be able to work with well known wrap platforms and back office support too. The successful candidate will be able to provide atleast two client testimonials and a proven history in job stability.
What’s in it for you?
This role comes with an OTE of £100,000 plus a dedicated admin support or PA. You will also receive an attractive exit package for any future company sale. Another benefit of this role is a full compliance oversight as well as receiving FCA fees.
How to Apply
Don`t have a CV? Get in touch with me on Facebook, LinkedIn or Tweet me.
We really want to hear from you, even if its just to ask some questions about this job or have a chat.
We`re always on the hunt for amazing Financial Advisers and we love meeting new people! So, if this role doesn`t sound like a great fit for you but you like the sound of us, please do get in touch and find out how we can help you find your next dream role!
You’re still reading? Fantastic! Just click on that big ‘Apply’ button or contact us below!
Don`t have a CV? You can contact Michael Woolnough at Ascension Global Recruitment on:
Linked In: in/michaelwoolnough
Address: Office 9 - The Aquarium, 101 Lower Anchor Street, Chelmsford, CM2 0AU.