Wealth Manager/Financial Plannner

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Wealth Manager/Financial Planner

London

£75K to 90K + Bonus, Pension, DIS, Laptop & Mobile

My client is a fast growing Wealth Advice business with offices throughout the UK.

The company offers fee based, independent wealth advice and investment management services to private individuals. And as part of the company’s growth they are looking to recruit an additional wealth adviser to cover London.

Key Responsibilities:

• Advise the company’s clients on all aspects of financial planning and wealth management.


• 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.


• Develop and deliver the agreed business targets whilst remaining compliant and meeting clients’ needs.


• Maintain an effective client bank management system to provide excellence in customer service and quality holistic advice.


• Whilst some leads can be provided, my client is keen to see candidates with proven business development/lead generation skills.

Experience, Skills & Qualifications:

• Diploma qualified and gap filled. Ideally Chartered or close to.


• Current SPS


• Proven ability to deal with new and existing clients on a fee basis.


• A thorough understanding of wealth management practices and processes and the ability to communicate them clearly and effectively.


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


• Specialist skills such as PI, Medical Negligence, Divorce is also advantageous but not essential

Ref: 4664