Job Description
Key Duties include:
- Develop relationships with existing clients and provide strategic quality advice offering a client centric approach
- Prepare investment and strategic holistic advice to HNW clients (retirees and pre-retirees mainly)
- Maintain high level compliance standards
- Identify opportunities and provide holistic wealth advice to customers with complex wealth needs
- 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
- Commissions are based on client retention and compliance (little focus on revenue target)
- 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
- Solid technical advising knowledge
- Team Player
