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Private Client Advisor

4 months ago

Okehampton, United Kingdom Meridian Business Support Full time

Private Client Advisor
West Devon
Full time, Mon-Fri 9am-5pm
Office based
**Job description**Our client is a successful prestigious company with offices across the UK, who have been operating for over 40 years and are continuing to grow.The company covers both personal wealth management and corporate services and prides itself on its consistentlyhigh standards of client care. They offer an excellent package of benefits including the opportunity to progress your career with training.They have on-site training and exam facilities/instructors and can help with costs and study time.The company pridesitself on its supportive nature, personally as well as professionally and has a fantastic social scene as well as being involved with charitable organisations within the local community.
**Requirements**:

- Level 4 Diploma qualified minimum
- IMC Qualification (or working towards)
This job would suit someone who has excellent report writing skills, an excellent knowledge of financial products as well as of the legal regulatory and industry requirements and is able to manage their own workload whilst working well as part of a small proactive team. You will have a positive attitude and value the contributions of all team members.
**Your duties and responsibilities will include (but not limited to)**:

- Attend client meetings and provide advice on all aspects of investment and tax management. Prepare meeting notes and relevant documentation to pass to Technical Support
- Keep systems updated with information for record keeping and report writing on client’s files.
- Collate all relevant information to enable full financial needs analysis and to assess client’s attitude to risk
- To be able to take a theoretical approach to assessments using the appropriate analytical systems and data available
- To participate in the companies training and competency scheme and take advantage of all relevant training opportunities to keep skills and professional knowledge is kept up to date and satisfies FCA requirements

**Company benefits include**:

- Non**-**Contractual Company Bonus (6-8% of basic salary)
- Phantom share scheme
- Smart pension scheme
- Private medical insurance/Dental cover
- Life assurance
- Cycle to work scheme
- 25-day holiday plus bank holidays, increasing after 5 years’ service
- Parking
We would love to hear from you if you think you have the skills and qualifications for this role.