Jobs in Northampton, United Kingdom
Remote Regional Financial Advisor - Virtual Wealth Planning
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Remote Regional Financial Advisor - Virtual Wealth Planning
Job summary
A financial services firm in the UK is seeking a Regional Financial Advisor to provide virtual financial planning advice. The ideal candidate should possess a valid Mutual Funds License and a passion for client service. Responsibilities include engaging with clients digitally, servicing mutual fund accounts, and maintaining compliance. Offering a salary between $55,000 to $65,000, this fully remote position emphasizes teamwork and professional growth. Candidates residing in Atlantic Canada are preferred.
Benefits
Qualifications
- 2+ years of relevant experience required.
- Strong knowledge and passion for financial planning.
- Availability Monday to Friday between 9 am and 5 pm.
Responsibilities
- Provide holistic advice to clients via virtual interactions.
- Service existing mutual fund accounts and facilitate account openings.
- Proactively engage new and existing clients.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.