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Accountancy Divisions
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London, Greater London
Financial Adviser/Financial Planner/Private Client Adviser with client bank
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Job Type: Full-time |
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Overview
Financial Adviser/Financial Planner/Private Client Adviser with client bank London Salary: Dependent on experience. Full benefits are also available, including a discretionary bonus scheme. Financial Divisions are delighted to be supporting a Chartered boutique wealth planner, asset manager and employee benefits specialist in their search for a Private Client Adviser. You will be responsible for managing a portfolio of existing clients, as well as developing new business from existing client relationships and other professional connections/introducers. There is an expectation that the successful candidate will be able to generate significant new business or transfer existing client relationships within their first 12 months in role. This is a great opportunity to work closely with the Private Client Director to achieve agreed financial targets in terms of generating fee revenue and referrals, managing client relationships and increasing responsibility for new business generation over time. You will prepare for and carry out annual suitability reviews of client’s financial plans, along with more regular reviews as and when appropriate. You will also ensure the production of suitability letters to document advice provided to clients. The Private Client Director plans to retire in the next 3 years, so a big pro to this role is that the suitable candidate stands to inherit a substantial client bank. For immediate consideration for this role, please send your CV