1 час назад
Search Consultant (Wealth Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Search Consultant (Wealth Management): Sourcing and converting high-quality financial adviser recruits for Quilter Financial Advisers with an accent on prospect engagement, application support, and adviser development. Focus on building recruitment pipelines, guiding candidates through business planning and onboarding, and maintaining compliant relationships across the wealth management business.
Location: Homebased, United Kingdom
Company
is a wealth management business providing financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management.
What you will do
- Identify, contact, and nurture prospective Registered Individuals and introduce them to the Financial Advice proposition.
- Use email campaigns, social media, direct mail, telephone calls, and appropriate face-to-face meeting support to build the recruitment pipeline.
- Guide prospective advisers through application paperwork in collaboration with the Membership team.
- Support new advisers in preparing business plans for their applications and development.
- Maintain recruitment activity and prospect data in the Workable CRM.
- Build relationships across the business, collaborate with colleagues, and work in partnership with Risk and Compliance.
Requirements
- Deep understanding of different adviser operating models, including employed and self-employed advisers, bancassurance, and independent financial advisers.
- Good knowledge of wealth management businesses and how they operate.
- Experience building relationships quickly and effectively in a fast-paced recruitment environment.
- Ability to articulate a proposition and its benefits, with strong presentation skills.
- Competent IT skills, including LinkedIn and CRM systems.
- Target-driven mindset and comfort working in a pressurised environment.
Culture & Benefits
- Permanent full-time employment with a home-based working arrangement in the United Kingdom.
- 26 days of holiday, equivalent to 182 hours.
- Eligibility for the Incentive Scheme.
- Non-contributory pension scheme with the option to increase contributions.
- Private medical insurance, life assurance worth four times salary, and income protection covering 75% of salary less state benefits after 26 weeks of absence.
- Flexible benefits are available to UK employees through salary deduction.
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