Job Description
Key Duties include:
- Look after an existing book of clients (circa 140 client) - this is purely a servicing adviser role (no new business). The clients are mostly retiree and the book revenue is about $800K.
- Prepare holistic advice to clients (ethical and client centric advice).
- Maintain high level compliance standards
- Being seen as a trusted adviser and driving the profitability across a portfolio of HNW clients
- Undertake quality consultative conversations with clients to understand their needs
- Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
- All client appointments take place in the office (so no after hours or driving involved)
- Highly ethical Senior Financial Planner / Private Client Adviser with proven ability of working relationships providing sophisticated financial advice to HNW clients
- ADFS and/or CFP Qualifed
- Tertiary Qualifications ideally
- Solid technical advising knowledge
- Team Player
- Customer centric focussed
