Senior Chartered Wealth Adviser
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team! Job overview: Responsible for providing Financial Planning to clients based on their individual circumstances and objectives. Duties & Responsibilities: Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients. Achieve target for the financial year through a combination of new business and ongoing existing client fees. Grow individual client bank to around 100 – 125 clients. Provide ongoing advice to allocated clients of the business. Carry out annual review meetings with clients and make changes to their Financial Plan and investments in line with their objectives and changes to circumstances. Work with Adviser Team of Paraplanner and Adviser Support to deliver advice to clients and see client journey through from initial meeting to completion of work and payment of fees. Network and develop working relationships with solicitors, accountants and other professional connections to attract client referrals into the business. Use main data base (Xplan) and all ancillary systems including investment platforms, cashflow tools and other software tools within business to provide comprehensive financial planning to clients. Optimise use of technology to try to improve efficiency and reduce costs across the business. Deliver excellent client service at all levels from client onboarding through to delivery of end client product and ongoing annual reviews. Work closely with the wider Adviser Team on ideas that will help to increase fee income to the business. Any other duties as may reasonably be required, consistent with the grade of the post. Adhere to and maintain knowledge of all applicable legislation, including relevant parts of the FCA Handbook. Take any examinations or professional qualifications that are required to maintain Chartered qualification. Ensure the appropriate number of hours of Continuous Professional Development are completed each year so that Statement of Professional Standing can be renewed each year. Treat customers fairly and act in their best interests at each stage by meeting the unique needs of each customer offering a transparent, efficient and professional service Follow internal disclosure procedures and raise any concerns to the MLRO regarding conflicts of interest or financial crime Key Skills & Competencies: Minimum five years’ experience in Investment/ Wealth Management. Minimum five years’ experience in Advisory role. Minimum qualification level of Advanced Diploma in Financial Services. Demonstrated ability to apply theoretical knowledge in work context. Motivation skills. Ability to make decisions. Commercial judgement. Organisation skills: prioritisation Ability to achieve results within the team and for individual client. Remain informed and relate to information and experience to the financial markets. Ability to network with other professionals. Soft sales skills that will enable conversion from initial enquiry to client of H&P. Ability to market own skills & proposition of the business.
read more