As a Private Client Advisor you are required to:
*Have the technical ability and be able to demonstrate the professional approach needed to advise private clients on the full spectrum of products and services available.
*Demonstrate the ability to generate opportunities with your existing clients and develop new clients and referral business through a network of Introducers (e.g. Accountants and Solicitors).
*Be sufficiently confident to work both independently and within the framework and support of the team.
Successful Candidates will have:
*Competent Advisor Status
*Minimum Diploma level 4 qualification
* A successful track record of advising clients and generating referrals.
*Existing contacts and clients in this marketplace (although not critical)
For applicants with specialist pension knowledge and qualifications such as AF3 or G60, my client can provide the opportunity to deliver advice to members of defined benefit schemes. This can assist in building your client bank.
Additionally they would also be interested in more junior consultants who may not have built up an existing client bank but would like the opportunity to develop their skills with another organisation.
Ideally candidates should be living and working within a 20 mile radius of Birmingham and the role will require development of my client's presence in the City centre.
The role offers an impressive benefits package which includes: basic salary with bonus scheme, mileage allowance, 23+ days holiday, private medical insurance, PHI, pension scheme and 4 x death in service. Full client support, research and para-planning service is provided. In addition, the successful candidate will have access to an existing client bank offering ongoing income and the opportunity to generate additional new business income.
- Level 4 Diploma
- Financial Adviser
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