£58000 - £66000 Per year
Service Advisor
Permanent,Full-time
Job Description
- The Financial Adviser will provide constant support to the Wealth Advisors and Wealth Planning / Financial Planning Directors in the management of client relationships, involved in arranging and attending client meetings and following up on actions as appropriate
- The Financial Adviser will act as a point of liaison for general private client queries and directing them to the relevant team members within the Wealth Planning / Financial Planning team as appropriate, maintaining information on the Wealth Management company, Customer Relationship Manager
- Provide support day to day management of client investments and financial plans and proactively initiate advice to manage cash to meet regular income payments or fees
- The Financial Adviser will also be responsible for straight forward elements of wealth planning / financial planning e.g. ISA contributions, pension contributions and withdrawals etc
- The Financial Adviser will be responsible for running the annual review diary for private clients ensuring all reviews are completed and recorded - also take responsible for the preparation of client meeting packs.
Required Knowledge, Skills, and Abilities
- 2-3 years’ experience in a similar Wealth Planning / Financial Planning / Client Investment Support role.
- Good product knowledge of investments and financial planning products and the desire to gain further industry knowledge of ISA’s / Pension products, trust and inheritance planning
- Desire to pursue Level 4/6 Diploma in Level 4 Diploma for Financial Advisers (DipFA®)/ Financial Advice (Adv DipFA®) financial planning examinations
- Competent Adviser Status (CAS)
- Strong interpersonal skills along with the confidence to talk to Private HNW/Ultra HNW Clients
- Strong team player who supports and works towards team goals.
Reference no: 93505