Are you an experienced financial services professional, with excellent relationship building skills, looking for a new role to take your career to the next level?
Due to continued success in providing advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services professional to support the advisory team with informing and advising clients on financial strategies, plans and products.
The successful candidate will have experience within an IFA environment, ideally some exposure to FCA regulations and strong IT skills.
Duties for this role will include:
- Build and maintain strong client relationships and assist in preparing financial planning recommendations.
- Manage financial planning requests from paraplanners and financial planners.
- Collect and record client information accurately and prepare clear reports for reviews.
- Communicate professionally with clients, colleagues, providers, and other parties.
- Research financial planning products and strategies and ensure compliance with relevant regulations.
You will have:
- Experience in the Financial Services industry.
- Computer literate (Word, Excel, back-office).
- Interpersonal – team working and communicating with clients remotely.
- Experience of IRESS Xplan desirable.
- Proactive, willing to continue to develop, and enthusiastic.
This is an excellent role within a forward-thinking close-knit firm, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
This role does offer hybrid working.
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