Job Advertisement: Wealth Adviser
Location: Altrincham, Cheshire (Hybrid working)
Company Overview: Since 1995, our established Financial Advice firm has been delivering bespoke financial solutions tailored to their clients' individual needs. Based in Timperley, Cheshire, our team of industry experts boasts over 100 years of combined experience, specialising in Investments, Pensions, Protection, and Mortgages. With an opportunity now arising to join the financial advice team. With access to a large client bank there are lots of leads available to hep you establish yourself.
Role and Responsibilities: As a Wealth Adviser in a firm within the Openwork Partnership, your role will involve:
- Providing expert financial advice and recommendations to clients based on their individual circumstances and financial goals.
- Developing and maintaining strong client relationships through regular communication and reviews.
- Offering comprehensive advice on Investments, Pensions and Protection, leveraging our carefully selected panel of providers.
- Utilising available leads and client banks provided by the firm to expand and manage your client base effectively.
Requirements:
- Minimum of 2 years' experience as a competent, qualified Wealth Adviser.
- Qualified to provide advice on Investments, Pensions and Protection.
- Located within a reasonable commuting distance (approximately one hour) from Timperley, Cheshire.
- Self-motivated with a proven track record in client acquisition and retention.
- Excellent communication skills and the ability to explain complex financial information clearly.
Benefits:
- Hybrid working model based out of Timperley, Cheshire, offering flexibility.
- Self-employed role with competitive commission structure: 80% commission on own clients and 70% commission on leads provided by the firm.
- No monthly fees, enabling you to focus on client relationships and growth.
- Opportunity to work with a reputable firm with a strong client base and industry recognition.
Application Process: If you are a driven Wealth Adviser looking to join a dynamic team with extensive industry expertise, please apply by submitting your resume.
Join the team and contribute to their legacy of delivering exceptional financial advice tailored to their clients' needs.
We look forward to welcoming a dedicated and knowledgeable Wealth Adviser to the team.