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Professional Recruitment Ltd
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Cirencester, Gloucestershire
Office Based HNW Adviser
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
As an expanding, award winning, Wealth Management employer, our client seeks only the highest calibre of individuals, who can bring their specialist knowledge and match the company’s dynamism. You’ll be a motivated, decision maker who can take your relevant experience within financial services and use it to structure bespoke financial advice solutions for HNW private clients. You will not be required to hunt down and secure these clients, that does not fall under your remit, you will work alongside individuals who do that. Your role is purely to advise and provide the clients with the best service available and ensure they are provided with a bespoke and technical service. This will include some face to face meetings where appropriate. You will be required to shape your own role as circumstances demand, independently manage heavy workloads and meet strict deadlines. You’ll need a multitude of capabilities and MUST have advanced professional qualifications, and expert knowledge in the fields of protection, retirement planning, investments, taxation, trust and estate planning with an emphasis on gaining and maintaining internal accreditation in all advice areas. A standout communicator you’ll need the added ability of influencing skills. Self-motivation is paramount for running an effective diary and case management and you’ll be considered an expert in your field. You will be responsible for maintaining a strong awareness of legislative, regulatory, economic and market factors that will influence clients when making decisions. As a key decision maker, you will determine how and where funds are invested and deciding on the most appropriate investment structures to mitigate of income, capital gains and inheritance tax.