
Career as a Financial Solutions Specialist
22 hours ago
We are seeking a skilled and dedicated Financial Solutions Specialist to join our team.
Job Overview:The successful candidate will have the opportunity to support individual clients with their financial management needs, building strong relationships through a personalized advisory approach.
Key Responsibilities:- Manage and support a portfolio of clients, delivering tailored wealth management solutions.
- Identify personal and financial needs of clients and deliver targeted investment advice.
- Build continuous assets under management by identifying opportunities for growth.
- Strong numerical and analytical skills.
- Certified wealth management or financial planning qualification.
- Pre-existing client book of high net worth individuals desirable but not essential.
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Competitive commission bonus based on transparent structure.
Our company is built on hard work, dedication and supporting our people to succeed. We are an ambitious and driven organization who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.
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