Financial Advisor

www.topfinancialjobs.co.uk - Jobboard; United Kingdom; Remote; GBP 60,000 - 80,000; Full time

Job summary

An innovative firm is seeking a dynamic Financial Advisor to join their fully remote team. This role focuses on engaging high-net-worth clients through warm calls and in-person meetings, allowing you to leverage your sales expertise in a supportive environment. With a lucrative compensation structure and comprehensive benefits, including medical coverage and generous annual leave, this position offers the entrepreneurial spirit you crave. If you have a proven track record in sales and a passion for building client relationships, this opportunity is perfect for you.

Benefits

100% coverage of medical and dental premiums

28 days annual leave

9% company pension contribution

Monthly gym subsidy

Qualifications

• 5+ years of success selling to high net worth individuals.
• Consistent and quantifiable individual sales success.

Responsibilities

• Call high-net-worth leads and schedule face-to-face appointments.
• Meet prospective clients to gather new clients and assets.

Skills

Sales Success with Stock Market Investors

Client Relationship Management

Closing New Investor Business

Education

RDR Level 4 Qualification

Job description

Financial Advisor

Location: Fully Remote (Head Office in London)

Salary: 60k basic + Commission (OTE 250k-350k+)

The Opportunity:

The primary responsibilities of the Financial Advisor are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling.

Your Qualifications:

• Consistent and quantifiable individual sales success with stock market investors
• RDR level 4 qualification
• 5+ years of success selling to high net worth individuals
• Quantifiable track record in closing new investor business

Benefits:

• Highly lucrative compensation structure within an entrepreneurial setting
• 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents
• 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
• 9% company pension contribution with an additional company match up to 5%
• Monthly gym subsidy