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Financial Advisor
Integrity Talent Solutions Ltd
United Kingdom
Remote
GBP 60,000
Full time
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Job summary
An established industry player is seeking a dynamic Financial Advisor to join their team in a fully remote role. This position offers an entrepreneurial environment where you will focus on selling by calling high-net-worth leads and scheduling in-person meetings with prospective clients. Supported by dedicated portfolio management and client service teams, you will have the opportunity to build lasting relationships while driving new business. With a lucrative compensation structure and a wealth of benefits, this role is perfect for someone with a proven track record in sales and a passion for finance. If you're ready to take your career to the next level, this is the opportunity for you!
Benefits
Qualifications
- 5+ years of experience selling to high net worth individuals.
- Consistent and quantifiable sales success with stock market investors.
Responsibilities
- Qualifying and scheduling appointments with high-net-worth leads.
- Meeting prospective clients to gather new clients and assets.
Skills
Education
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
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