Financial Planner

3 days ago

West Midlands, United Kingdom NJR Recruitment Full time

Financial Adviser (Employed)

West Midlands + Home based

Our Client is a highly successful and innovative Wealth Management Practice who have a national presence who now have an opportunity based out of their Bromsgrove office. Our Client have built a reputation and culture

for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.

This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of a unique and ambitious team.

RESPONSIBILITIES

" To maintain the highest standards of client care, professional conduct, and regulatory compliance.
" Ensure that clients for which the role holder is responsible are served and managed to the highest professional standards and in accordance with all relevant regulatory considerations.
" Ensure that clients receive an appropriate standard of service and communication.
" Ensure that clients receive a holistic financial planning consultation initially and reviewed at least annually in accordance with our suitability process
" Ensure that client reviews, risk profile reviews and other client servicing activity happen at the right intervals and are conducted to the highest standards. Deal with any ad hoc client requirements and ensure that clients maintain the highest levels of satisfaction with our service.
" Follow the company's operating policies and procedures, so that client servicing is conducted consistently and efficiently and operational risks are appropriately managed.
" To manage the wealth of our clients to the highest standards.
" To acquire new clients and grow revenues.
" Grow the number of clients served by recruiting new clients through referrals, personal networking and by making presentations to professional firms such as lawyers.
" Support team working across the business.
" Maintain close working relationships with colleagues in operations, compliance, and other support areas, to ensure that client servicing is maintained efficiently, consistently and safely.
" Identify opportunities for process improvement and share these either directly with the relevant area or through meetings such as the financial planners' forum.

**Requirements**:
" Previous experience in managing private client relationships and providing financial advice
" Experience across a range of products and asset classes.
" Ability to work with clients across all wealth bands and communicate effectively from the most financially astute client to those with no financial knowledge
" Qualified and competent to provide advice with a valid SPS. Ambition to move towards Chartered Status if not already held.
" Strong sales and presentation skills
" Ability to work as part of a defined client team, delegating work to colleagues and interacting with different offices to deliver an efficient, compliant, and engaging service to clients.

For further information please contact one of our specialist consultants quoting REF: NJR10750

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