Remote Senior Financial Advisor for High-Net-Worth Clients

Integrity Talent Solutions Ltd; Remote; GBP 60,000; Full time

Job summary

A leading financial services firm is seeking a Financial Advisor to work fully remote. You will be responsible for calling high-net-worth leads and scheduling face-to-face appointments, focusing on new client acquisition. The role demands entrepreneurial skills with a proven sales success and a track record of selling to high-net-worth individuals. Competitive compensation is offered, including a lucrative commission structure, supplemental medical benefits, and generous annual leave.

Benefits

100% coverage of supplemental medical and dental premiums

28 days annual leave, increasing with service

9% company pension contribution

Monthly gym subsidy

Qualifications

• 5+ years of success selling to high net worth individuals.
• Quantifiable track record in closing new investor business.

Responsibilities

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

Skills

Consistent sales success

Experience with high-net-worth individuals

Strong communication skills

Education

RDR level 4 qualification

Job description

A leading financial services firm is seeking a Financial Advisor to work fully remote. You will be responsible for calling high-net-worth leads and scheduling face-to-face appointments, focusing on new client acquisition. The role demands entrepreneurial skills with a proven sales success and a track record of selling to high-net-worth individuals. Competitive compensation is offered, including a lucrative commission structure, supplemental medical benefits, and generous annual leave.