Wealth Sales Consultant (Fintech)

Location: Southampton, United Kingdom

Company

hirify.global is a wealth management business providing financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management across the UK, Ireland, and Channel Islands.

What you will do

• Support market initiatives designed to generate growth and develop new adviser-firm accounts.
• Contact advice firms that have little or no existing relationship with hirify.global and strengthen existing adviser relationships.
• Identify opportunities and promote the Wealth Select in-house investment solution.
• Build relationships with Heads of Sales, Wealth Management Consultants, and Wealth Sales Consultants to maximise market opportunities.
• Identify key contacts, qualify prospects, arrange meetings, and generate new business opportunities.
• Maintain accurate prospect and activity records in the CRM system.

Requirements

• Strong telephone-based sales and prospecting skills, including confidence making a high volume of outbound calls.
• Excellent verbal communication skills and the ability to build rapport with financial advisers and business owners.
• Resilience, self-motivation, organisation, and effective time management.
• Ability to identify opportunities, qualify prospects, and convert conversations into meetings and business opportunities.
• Previous telesales, sales development, business development, or contact centre experience is preferred.
• Awareness of the UK financial advice and platform market or financial services products is advantageous.

Nice to have

• Knowledge of hirify.global products, platform capabilities, and adviser propositions.
• Experience working with activity-based targets, outbound call volumes, appointments, and pipeline generation.
• Interest in or progress toward a relevant financial services qualification, such as R01 or a Level 4 Diploma.
• QCF Level 4 qualification.

Culture & Benefits

• Permanent full-time employment within a transforming and customer-focused wealth management business.
• 26 days of holiday, equivalent to 182 hours.
• Eligibility for the hirify.global Incentive Scheme.
• Non-contributory pension scheme with the option to increase contributions.
• Private medical insurance, life assurance at four times salary, and income protection covering 75% of salary after 26 weeks of absence.
• Flexible benefits are available to UK employees through salary deduction.