My client based in The City of London are looking for an experienced financial adviser who can service and build on existing client relationships, maximising opportunities to develop new business from a profitable current book of High Net Worth (HNW) clients.
The successful applicant for the Financial Adviser role will enjoy a great package consisting of: -
- £50,000 - £62,000 (basic salary) (dependent upon experience and qualifications)
- Bonus uncapped
- Pension
- £4,000 company car allowance
- Client bank £25 million Funds under management
- City of London/home based 2-3 days per week.
My client has developed dynamic financial strategies that are aligned to supporting the personal financial aspirations for each individual client. Their clients are at the heart of everything they do, and they build long term relationships with them based on trust, open communication and honest advice. They always strive for excellence and value in the service we provide. My client fosters a collaborative and mutually supportive working environment, encouraging study towards professional qualifications and personal development for each member of their team.
The role of financial adviser will involve: -
- Servicing an existing HNW clients bank, from an extensive book of business, creating new business opportunities as a result of annual service reviews, with a view to developing new business
- Responding to prospective client enquiries about Financial Planning products, including Investment, Pensions and IHT products
- Building relationships with existing clients and develop a portfolio of new clients
- Completion of a comprehensive Fact Find
- Advising clients on the investment process and managing expectations
- Explaining the different types of investments and pensions and providing suitable, tailored advice to clients
- Liaising with Para-planner to facilitate the preparation of accurate Suitability reports
- Working closely with Account Managers to ensure smooth processing of business
- Carry out Annual Review meetings for clients who have engaged with the Private Client Service
- Preparing Annual Reports for clients who have opted for the Client Service level of servicing
- Keeping clients informed with regular case updates
- Keeping up-to-date with new products
- Offer Subject Matter Expertise to fellow Financial Advisers
- Ensuring cases adhere to both FCA compliance and regulation.
The ideal candidate must have: -
- Level 6 Diploma for Financial Advisers (Adv DipFA®)/ or Level 4 Diploma for Financial Advisers (DipFA®) qualified, (or working to achieving the level 6 qualification)
- Delivered Investment, Pensions and IHT advice and have at least 4 years' experience in a similar role
- The ability to explain complex information clearly and simply
- The confidence to work with numbers and explain them to clients
- IT literate, especially in MS office
- The drive and motivation to meet targets
- Confident, with strong verbal and written communication skills
- A pleasant and confident telephone manner
- A strong eye for detail
- Excellent organisational skills
- A team player.
If you would like to be considered for this exciting Financial Adviser position, with one of London's growing wealth management organisations please apply now to be considered.