The opportunity for an ambitious financial services professional to join a wealth management firm operating out of beautifully located offices in Rickmansworth. The firm provides advice for High Net Worth clients on investments, estate planning, and retirement planning.
During a period of growth, our client is looking for someone to provide high quality technical, analytical, and sales support to the successful Financial Planners of the business. There are excellent opportunities for progression and support in gaining financial services qualifications. This firm offers a commission structure that rewards employees that demonstrate tenacity and strong sales ability.
What’s needed to be considered
In order to be considered for this unique opportunity, candidates needs to have –
- Previous experience in a financial planning role
- Two years experience working in financial services, minimum
- A proven track record in sales
- Experience working in a client facing role
- Previous experience dealing with High Net Worth clients is desirable
- Financial Services qualifications are desirable but not essential
- Candidates should be target-driven and money motivated