Type of Position: Wealth Management Partner - London
Pay: Self-Employed Package
Wealth Management Partner - LondonOur 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 planGuide clients towards profitable and secure financial decisionsCultivate a client base and build win-win relationshipsNetwork, generate leads, and seize opportunities to sell funds, stocks, bonds, etc., to meet sales quotasKeep abreast of new industry trends and research the market to support financial consultingOversee the course of the financial plan and update it, if necessary, to ensure profitabilityComply with all industry rules and regulationsLiaise with providers, solicitors, valuers, and other professionalsRequirements and Skills Proven working experience as a Financial Adviser, Financial Planner, or relevant experienceTrack record of successful financial guidanceAbility to analyze market financial data and provide appropriate data-based adviceStrong communication, negotiation, and presentation skillsAccuracy, attention to detail, and the ability to explain complex information clearly and simplyExcellent PC knowledge and ability to operate database systemsCurrent certificate of qualifications (FCA, CII, DipFA, CISI, or other)Degree in Finance or related field preferable
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