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 develop your career as a Financial Adviser. We are working with an award-winning wealth management looking to help aspiring Financial Advisers by providing flexibility and freedom of growth within their network, by providing Independent advice to high-net-worth clients and by rewarding them with equity within their practice.
Wealth Management Partner Responsibilities
* Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
* Assess client’s overall financial picture, understand their needs and develop a solid financial plan
* Guide clients towards a profitable and secure financial decision
* Cultivate client base and build win-win relationships
* Network, generate leads and grab opportunities to sell funds, stocks, bonds, etc, to meet sales quotas
* Keep abreast of new industry trends and research the market to back up financial consulting
* Oversee the course of the financial plan and update it, if necessary, to ensure profits
* 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 analyse the market’s financial data and to 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)
* A degree in Finance or a related field is preferable