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    Policy Partner - London, United Kingdom - Artemis Recruitment Consultants Ltd

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    Description

    Type of Position:
    Wealth Management Partner - London


    Pay:
    Self-Employed Package

    Wealth Management Partner - London
    Our 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.

    Provide 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 plan
    Guide clients towards a profitable and secure financial decision
    Network, generate leads and grab opportunities to sell funds, stocks, bonds etc to meet sales quotas
    Keep abreast of new industry's trends and research market to back up financial consulting
    Oversee the course of the financial plan and update it, if necessary, to ensure profits
    Proven working experience as a Financial Adviser, Financial Planner or relevant experience
    Track record of successful financial guidance
    Ability to analyse market's financial data and to provide appropriate data-based advice
    Excellent PC knowledge and ability to operate database systems
    Degree in Finance or related field preferable

    More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .

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