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Eileen Richards Recruitment Limited
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Leicester, Leicestershire
Wealth Management Consultant
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Job Type: Full-time |
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Overview
Wealth Management Consultant Leicester Salary is Negotiable DOE, with excellent Benefits Are you looking for your next career move within Wealth Management and want to work for a successful and growing business? Do you want the opportunity to work in an environment that allows you to be responsible and entrepreneurial whilst still offering a corporate service for clients Are you driven by results and are commercially aware? If you said 'yes’ to these, then this could be the perfect next step in your career The Company: Eileen Richards Recruitment are thrilled to be working with our client who are a growing business that offer excellent progression opportunities and are based in Leicester. Our client is now looking for a Wealth Management Consultant to help develop the business further. This unique opportunity offers excellent benefits for the right candidate Role & Responsibilities of the Wealth Management Consultant: Contacting potential clients to offer financial planning services Advise new and existing customers on a number of solutions of how best to work with them. Achieve monthly revenue sales targets while maintaining a high level of FCA regulatory compliance. Constantly strive to achieve the best results for Clients Meet with Clients face to face, offering consultative support. About You as the Wealth Management Consultant: Previous experience in providing Wealth Management advice within an IFA environment ideally Previous sales experience within wealth management. Level 4 Qualified CISI Confident telephone manner with the ability to combine Advisory and Sales skills sets. Able to build genuine rapport with clients over the telephone and face to face. Expert objection handling and closing skills This role would suit an excellent sales person within the banking sector or financial services. Please note by applying for this role you give consent for Eileen Richards Recruitment to retain your CV for up to 24 months for the purposes of assisting you to find your next role unless you notify us otherwise. If you do not receive a response within five working days then unfortunately your application has been unsuccessful on this occasion. Eileen Richards Recruitment are experienced within eight different sectors consisting of Accountancy and Finance, Construction, Customer Service & Onsite, Directors & Non-Executive, Human Resources, Office (including PA/EA), Sales & Marketing, Supply Chain & Procurement. We look forward to helping you in your career in these sectors, so please send a copy of your CV to us. If you know of other people who are currently looking for a new career in these sectors please feel free to refer them to us. We look forward to hearing from you.