Wealth Management Partner - London

Type of Position: Wealth Management Partner - LondonPay: Self-Employed PackageWealth 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 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 rewarding them with equity within their practice.ResponsibilitiesProvide 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 planGuide clients towards a profitable and secure financial decisionCultivate client base and build win-win relationshipsNetwork, generate leads and grab opportunities to sell funds, stocks, bonds etc to meet sales quotasKeep abreast of new industry’s trends and research market to back up financial consultingOversee the course of the financial plan and update it, if necessary, to ensure profitsComply with all industry rules and regulationsLiaise with providers, solicitors, valuers and other professionalsRequirements and skillsProven working experience as a Financial Adviser, Financial Planner or relevant experienceTrack record of successful financial guidanceAbility to analyse market’s financial data and to 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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