Wealth Adviser

This is a fantastic opportunity for a highly motivated and talented individual who wants to work within the challenging and rewarding Wealth Management arena. This is a front line Adviser role, offering a comprehensive offer, and reporting into the Senior Manager Wealth Management. The job role forms part of the wider Wealth Management Sales Team therefore working in close partnership with the introducers and peers in this team will be part of any successful applicants’ day-to-day activity.

Key Accountabilities:-

- Achieve target in meeting the demands of the business by converting introductions into new business, ensuring achievement of the company’s minimum standard conversion rates.

- Conduct interviews with new and existing clients to review and meet their immediate and on-going financial needs; actively selling and/or introducing appropriate products and services and referring to other product specialists where required in order to compliantly achieve individual/team targets and productivity measures.

- Ensure delivery of service standards and sales targets for own area of responsibility, so clients are provided with a competitive and responsive level of service and sales/income targets are met.

- Produce a quarterly business plan, implement, review progress and take necessary corrective action to ensure delivery of the required business results.

- Produce timely and accurate reporting and recording of information as required by the Company ensuring that trends and opportunities can be identified by senior colleagues in a timely fashion.

- Actively develop, maintain and build on relationships with internal and external business development contacts, in order to ensure a high standard of new introductions to deliver business results.

Skills, Experience & Qualifications Required:-

- The knowledge and ability to provide advice across the full range of Personal wealth management products and services.
- Previous experience of working in a regulated environment would be strongly preferred. 
- Successful applicants will be fully qualified already or, if part-qualified, will be on-track to complete their qualifications in order to be compliant with the needs of RDR