Financial Advisory Expert

3 days ago

London, Greater London, United Kingdom Schroders Recruitment Full time

About Schroders Recruitment

Company Overview

Schroders Recruitment is a leading provider of wealth management services to private individuals, families, and charities. Our team of experts helps clients make informed decisions about their investments and achieve their financial goals.

Job Summary

We are seeking a highly experienced Financial Advisory Expert to join our team as a HNW Client Relationship Manager. This role involves managing a portfolio of high-value client relationships, providing financial advice, and developing profitable new client relationships.

Key Responsibilities
  • Manage a portfolio of high-value client relationships, owning the delivery and execution of their associated wealth planning strategies and structures;
  • Actively market and develop profitable new client relationships using resources provided to you and your network;
  • Provide financial advice to new and existing clients, covering all aspects of their lives, ensuring all client engagement is profitable, compliant and in the client's best interests;
  • Make clients aware of new and relevant planning opportunities that will benefit their position and meet their overall planning objectives;
  • Act as a source of knowledge for portfolio managers in matters related to financial planning;
  • Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable;
Requirements

To be successful in this role, you will need:

  • Experience in advising high-net-worth individuals on wealth planning and tax strategies;
  • In-depth pension and taxation knowledge across all relevant areas;
  • An approved Level 4 or above FCA-approved regulatory qualification;
  • Achieved or close to attaining the CII Advanced Financial Planning Certificate, Chartered Financial Planner or equivalent professional qualification;
  • Good working knowledge of Microsoft Word, Excel and PowerPoint;
Salary and Benefits

We offer a competitive salary of £80,000 - £100,000 per annum, depending on experience, plus benefits including a generous bonus scheme, comprehensive training and development program, and a dynamic and inclusive work environment.

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