Beaumont Wealth is an Independent Financial Adviser established 25 years ago providing a wide range of advice to clients in Cheshire, Shropshire and North Wales. We are seeking an experienced adviser with a proven track record in new business to work in our Chester office. This is a salaried full-time position.
Key responsibilities and activities will include:
1. Growing a portfolio of clients from leads provided.
2. Seek and develop new external business opportunities.
The ideal candidate will have:
1. An entrepreneurial mindset and prepared to invest in themselves.
2. Preferably Chartered or at least Level 4 qualified with additional advanced exams.
3. Experience working in a target-driven sales environment.
4. Well-spoken and confident dealing with a wide range of individuals including clients and other professionals.
5. Strong communication and closing skills.
6. Experience and excellence in all areas of financial planning covering investments, pensions, protection planning, and corporate financial planning.
7. A desire to provide an excellent client experience.
Work:
Office Based
Full-time, Permanent
Salary: £60,000.00-£90,000.00 basic per year
Private Medical
Full paraplanning and admin support provided.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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