Private Client Adviser

1 month ago

Henley on Thames, United Kingdom Courtiers Full time

We are looking for a suitably experienced and qualified individual to join the Private Client Team based in our Henley office.

**Main Purpose of the Role**:

- To provide a comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to lump sum investments, pensions and protection, tax efficiency.

**Duties and Responsibilities**:

- Manage and attend client meetings, both on and off site, advise clients on all aspects of investment, Tax management
- Write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support
- Update all relevant meeting information onto systems for record keeping and the report writing process
- Collate the relevant and necessary information about the client’s past and present financial arrangements to enable a full financial needs analysis to be carried out
- Collate the relevant information to be able to assess the client’s attitude to risk including their willingness and ability to accept risk within Courtiers’ Know Your Client procedures
- To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
- To ensure that all relevant information is recorded on client files

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