Financial Adviser

1 week ago

Sheffield, United Kingdom Truestar Talent Ltd Full time

My client one of the UK’s most prominent names in banking and asset management, whose aim is to help more people across the UK benefit from financial advice. Their heritage goes back over 400 years, but their approach is built for the future needs of theirclients. They offer solid foundations and strong performance and customer service. They take a vibrant, fresh and personal approach to financial planning, aiming to provide clients with clarity and transparency in everything they do. This includes using technologyto explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client.

This is an exceptional opportunity for a Financial Adviser, based in the Sheffield area, to work closely with HNW Private Clients, working alongside Senior Wealth Managers. Helping to manage day to day client relationships for a portfolio of private clients,ensuring that the Wealth Management company delivers their Wealth Planning / Financial Planning advice with the very highest level of service.

Does this description describe you?
- The Financial Adviser will provide constant support to the Wealth Advisors and Wealth Planning / Financial Planning Directors in the management of client relationships, involved in arranging and attending client meetings and following up on actions as appropriate
- The Financial Adviser will act as a point of liaison for general private client queries and directing them to the relevant team members within the Wealth Planning / Financial Planning team as appropriate, maintaining information on the Wealth Managementcompany, Customer Relationship Manager
- Provide support day to day management of client investments and financial plans and proactively initiate advice to manage cash to meet regular income payments or fees
- The Financial Adviser will also be responsible for straight forward elements of wealth planning / financial planning e.g. ISA contributions, pension contributions and withdrawals etc
- The Financial Adviser will be responsible for running the annual review diary for private clients ensuring all reviews are completed and recorded - also take responsible for the preparation of client meeting packs.
- 2-3 years’ experience in a similar Wealth Planning / Financial Planning / Client Investment Support role.
- Good product knowledge of investments and financial planning products and the desire to gain further industry knowledge of ISA’s / Pension products, trust and inheritance planning
- Desire to pursue Level 4/6 Diploma in Level 4 Diploma for Financial Advisers (DipFA®)/ Financial Advice (Adv DipFA®) financial planning examinations
- Competent Adviser Status (CAS)
- Strong interpersonal skills along with the confidence to talk to Private HNW/Ultra HNW Clients
- Strong team player who supports and works towards team goals.

If this role is of interest, please forward a copy of your CV for short-listing. We also have other exciting roles not advertised and would like to hear from you if you are in Financial Services. Where appropriate we can also recommend other relevant opportunitiesto you that match your requirements.

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