Private Client Advisor

3 weeks ago


East Anglia, United Kingdom Artemis Recruitment Consultants Ltd Full time

**Key Responsibilities**:

- To comply with FCA rules and guidance and Compliance and T&C procedures.
- To act and deliver in accordance with the TCF principles at all times.
- Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities.
- To prepare full and complete reports to be reported weekly and monthly as per the requirements of your management team.
- Deal with client affairs with integrity and efficiency.
- Professionally develop introducers assigned
- Liaise daily/weekly with Business Service Centre / Paraplanning / Client Liaison / RM&C to ensure client activity and work is progressing.
- Liaise and engage with PCMs/HoC Client Services as often as required to meet supervisory and development requirements.
- To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.
- To ensure all revenue targets are met and work is completed in a compliant manner and meets the company’s quality standards.
- To adhere fully to the company's Private Client Proposition
- To work in a team environment
- To demonstrate commitment to the team by responding to referrals within the agreed SLA.
- To maintain appropriate CPD

**Skills and Experience**:

- Research, analysis and interpretation, file preparation, and report writing
- Strong written and verbal communication skills.
- Strong people management.
- Comfortable at presenting to various group sizes.
- Strong planning and organising/diary management.
- Competent at using Microsoft packages and client databases (i.e., IRESS Xplan)
- Knowledge of regulation and TCF principles.
- Knowledge of pensions, investments, Personal/Business protection, IHT
- Ability to work largely unsupervised, but to contribute and participate in team goals/objectives
- Regulated sales experience
- Client management experience
- Preferably a mix of bank and IFA experience.

**Qualifications**:

- Achievement of QCA Level 4 Minimum - Required
- Chartered or working toward AF7 - Desired

**Benefits**:

- Private medical insurance
- Life Assurance (4x salary)
- Car Allowance
- Employer pension contributions
- Income protection (75% salary for 3 years)
- Critical Illness (£50,000 lump sum)


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