Wealth Manager IFA

Basic £60,000 - £75,000 plus superb benefits package and bonus 

(HNW & UHNW)

Wealth Managers or Independent financial Advisors required to advise clients on all aspects of financial planning and wealth management; to adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs.

• To deliver fee income against agreed plan.
• To achieve and maintain competence as defined within the Company’s Training and Competence Scheme.
• To demonstrate and ensure all compliance file checks are neatly and comprehensively completed within the Company’s Training and Competence Scheme.
• Minimal number of complaints to ensure client relationship is not impaired
• Manage billing work in progress to create efficiency and service to clients.
• Ensure all activities are timely, compliant and conducted in a manner that will meet the business standards.
• Maintain an effective client bank management system to provide excellence in customer service and quality holistic advice. 
• Manage with clients the level and different type of fee income to find the best solution in the interests of the client.
• Ensure that all client portfolios are reviewed in line with clients’ changing strategic requirements to ensure that you manage their risk effectively.
• Build and maintain centres of influence to initiate and nurture close relationships with professional advisers (lawyers, accountants etc.).
• To act in a professional capacity with external and internal customers to deliver the Company’s culture and ethos to build a respected and valuable business.  

Skills:

Proven ability to deal with new and existing clients on a fee basis Numeracy and literacy    

Wealth Management Skills:

Understanding wealth management practices and processes and communicating them clearly and effectively   

Technical skills:

Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Complaint handling    

Qualifications;

Diploma Personal Finance Society (Dip PFS) or equivalent At least 3 years experience working as a wealth manager or independent financial advisor