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Permanent

Wealth advisor Nationwide (Remote)

Alexander Lort
London
money-bag £60000 Annual
Posted: 27 June 2026 (Yesterday)
Closing date: 27 July 2026
Ref: 3129083213

Private Client Investment Advisor Location: Nationwide (Remote)Salary: £60,000 per annum (uncapped) OTE £120The clientOur client is an international discretionary investment manager, with over $200 Billion aum, and 4000 employees. It has been Certified a great workplace by the independent analysts at Great Place to Work, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune "100 Best Companies to Work for" lst.The RoleAs a Private Client Advisor, you will call high net worth leads provided, qualifying, and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention.They seek advisors based nationwide, you can work remotely from your home base, with full support, with administration and report writing.Skills and QualificationsA qualified level 4 financial advisor with at least 5 years'' experience, and a history of developing new client investment business and ability to make appointments from supplied leads.Clients get a comprehensive financial plan with resources on investing, estate planning, tax efficiency and much more.BenefitsThey offer an array of benefits, including Salary- 60K uncapped and ..... full job details .....

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