Reporting directly to the Practice Manager you will be required to help the diverse portfolio of clients to identify and plan for their financial goals by providing suitable strategies and ongoing support. You will be responsible for the provision of face to face holistic advice to a broad range of clients, with particular focus on Wealth Creation, Retirement Planning and Estate Planning Strategies.
There is an existing portfolio of high net worth customers awaiting your arrival.
Your role will include but is not limited to:
Assisting clients to identify and meet their financial goals by understanding their financial needs, long term objectives.
Demonstrate outstanding client service by building and maintaining effective relationships with internal and external clients and key stakeholders
Through providing your clients with an excellent all round planning experience now and into the future deliver excellent business outcomes. The Successful Applicant The success applicant will have:
The ability to manage all aspects of a portfolio to achieve commercial objectives with a high level of client satisfaction
A passion to deliver excellent results for your clients whilst still achieving commercial outcomes
A minimum of 7 years' experience in delivering comprehensive financial advice to your own portfolio of clients.
Degree and RG146 essential, and CFP qualification would be highly regarded
Coin or Midwinter platform experience would be highly regarded
Ability to build and maintain successful client relationships
Strong communication and people engagement skills
Please send your resume by email:firstname.lastname@example.org
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