Private Client Advisor (IFA) - £50,000 - £70,000 Basic + Excellent Bonus + Benefits
Hybrid Role: Hampshire and Surrey
Our client is looking for an outstanding Private Client Financial Consultant to join their team. Focusing on covering Hampshire and Surrey this position will have a small pre-existing client-bank, but you will also need to be confident in generating new business.
Candidates applying for this role must be QCA Level 4 Diploma qualified and will ideally be Chartered or working towards Chartered status.
Key Responsibilities:
- Provide a comprehensive and compliant service to new and existing Clients.
- Identify/develop new business opportunities from existing Client's, introducers, and referrals.
- Provide compliant and accurate advice on a range of financial products, pensions, investments, tax planning, inheritance planning etc. in line with standards and procedures.
- Pensions experience will ideally include "DB" / Defined Benefit exposure.
- Act with integrity and deliver in accordance with the FCA's statement of principles.
- Promote and provide a comprehensive and compliant service.
- To ensure all revenue targets are met through conscientious and focused approach to work
- Produce compliant suitability reports for Clients and complete relevant MI data.
Essential Skills and Experience:
- QCA Level 4 Diploma qualified ideally with chartered status or working towards it
- Candidates likely to have 3-5 years post qualification experience in consultancy role.
- Competent at using Microsoft packages and client databases (IRESS XPLAN).
- Driven and focused individual with excellent Communication skills with Clients
- Pensions DB transfers knowledge, investments, personal / business protection / IHT
- Well organised and time management skills to be able to work alone.
- A confident individual who can 'hunt' for new clients and build long-term relationships.
- Strong application of technical skill in regulated planning
- Driven to succeed and strong sales abilities to achieve target
This is an excellent opportunity to join a dynamic and independent wealth management company. You will receive support and full training on business processes, workflow and back-office systems. Apply today or telephone us for more information about this role.
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