Back to search
Candidate Requirements:
路 Solid experience of managing private client relationships and providing financial advice路 Experience across a range of products and asset classes is essential; EIS/VCT (desirable, not essential)路 Hold SPS路 Be adaptable to work with clients across all wealth bands and communicate effectively across all levels路 Strong sales and presentation skills, to develop additional business路 Keen to achieve Chartered status
Benefits:
路 35 hour week 路 26 days annual leave (plus Birthday and stats)路 Contributory pension scheme路 Private Healthcare路 Life assurance路 Health insurance路 2 charity volunteer days路 Employee recognition路 Career development
Role:
Our Client has ongoing requirements for additional experienced Financial Advisers (Wealth Planner) within the North East/Yorkshire area, to manage existing client relationships and develop additional business
This is a key client-facing role, having responsibility for client wealth planning, client relationships and for supporting the client in engagement with our investment managers. The role acquires new clients, through referrals and by pro-actively presenting the service to potential clients and to introducers including solicitors and other professional connections.
Responsibilities:
- To maintain the highest standards of client care, professional conduct and regulatory compliance
- Ensure that all aspects of financial planning and investment management are offered to clients including:-- Retirement planning including cash flow modelling- Succession planning including consideration of IHT- Pension management including Defined Benefit transfers- For corporate clients, Employee Benefit solutions- Protection- Recommended appropriate investment solutions
- To acquire new clients and grow revenues
- Support team working across the business
- Personal development, maintain and record CPD
Qualifications
Ideally Chartered however, must hold DipPFS (or equivalent) as a minimum
Know someone who the above job would be a perfect fit for?
REFER THEM ...and receive 拢250 when they start in their new role!
