Private Client Adviser - Berkshire

Artemis Recruitment Consultants Ltd; England; On-site; GBP 55,000 - 70,000; Full time

Job summary

A leading firm in financial services is seeking a Private Client Adviser in Berkshire. The role involves providing tailored financial planning, maintaining client relationships, and achieving performance targets within a regulated environment. Candidates should possess regulated sales experience and a minimum QCA Level 4 qualification. Strong communication skills and the ability to work independently are essential facets of this position.

Qualifications

• Experience in regulated sales and client management.
• Strong written and verbal communication skills are crucial.
• Ability to work largely unsupervised and contribute to team goals.

Responsibilities

• Meet with clients for financial planning to generate compliant income.
• Proactively create new business opportunities and maintain client relations.
• Comply with FCA rules and prepare comprehensive reports.

Skills

Research

Analysis

Client management

Strong communication skills

Education

QCA Level 4

Working toward QCA Level 6

Job description

Type of Position: Private Client Adviser - Berkshire
Pay: £55k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company.

Key Responsibilities:

- To comply with FCA rules and guidance and Compliance and T&C procedures.
- Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities.
- Deal with client affairs with integrity and efficiency.
- To prepare full and complete recommendation reports, with the support of ParaPlanning team
- To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.
- To ensure all revenue targets are met and work is completed in a compliant manner and meets the company’s quality standards.
- To adhere fully to the company's Private Client Proposition
- To work in a team environment
- To demonstrate commitment to the team by responding to referrals within the agreed SLA.
- To maintain appropriate CPD

Experience in the following areas would be an advantage:

- Research, analysis and interpretation, file preparation, and report writing
- Strong written and verbal communication skills.
- Ability to work largely unsupervised, but to contribute and participate in team goals/objectives
- Regulated sales experience
- Client management experience
- Experienced in working with professional introducers
- Achievement of QCA Level 4 Minimum – Essential
- Working toward QCA Level 6 - Desired

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