Private Client Adviser (Flexible Working) - Berkshire

Artemis Recruitment Consultants Ltd; England; Hybrid; GBP 50,000 - 65,000; Full time

Job summary

A leading company is seeking a Private Client Adviser in Berkshire for a flexible home/office/hybrid based role. The ideal candidate will manage recurring income clients, generate new business, and ensure compliance with FCA principles. Qualifications include QCA Level 4 and skills in communication, planning, and client management.

Benefits

Private medical insurance

Life Assurance (4x salary)

Employer pension contributions

Income protection (75% salary for 3 years)

Qualifications

• Strong written and verbal communication skills.
• Regulated sales experience preferred.
• Experience in managing client affairs independently.

Responsibilities

• Proactively generate new business opportunities.
• Prepare reports as per management requirements.
• Maintain and develop client relations and revenue targets.

Skills

Research

Analysis

Communication

People Management

Planning and Organising

Education

QCA Level 4

Tools

Microsoft packages

IRESS Xplan

Job description

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01/01/2024

Type of Position: Private Client Adviser (Flexible Working) - Berkshire
Pay: £50k - £65k

Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generate new business and clients from different sources to grow the client bank to generate compliant initial and generate ongoing income for the company.

Key Responsibilities:

To comply with FCA rules and guidance and Compliance and T&C procedures.
To act and deliver in accordance with the TCF principles at all times.
Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities.
To prepare full and complete reports to be reported weekly and monthly as per the requirements of your management team.
Deal with client affairs with integrity and efficiency.
Professionally develop introducers assigned
Liaise daily/weekly with Business Service Centre / Paraplanning / Client Liaison / RM&C to ensure client activity and work is progressing.
Liaise and engage with PCMs/HoC Client Services as often as required to meet supervisory and development requirements.
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

Skills and Experience:

Research, analysis and interpretation, file preparation, and report writing
Strong written and verbal communication skills.
Strong people management.
Comfortable at presenting to various group sizes.
Strong planning and organising/diary management.
Competent at using Microsoft packages and client databases (i.e., IRESS Xplan)
Knowledge of regulation and TCF principles.
Knowledge of pensions, investments, Personal/Business protection, IHT
Ability to work largely unsupervised, but to contribute and participate in team goals/objectives
Regulated sales experience
Client management experience
Preferably a mix of bank and IFA experience.

Qualifications:

Achievement of QCA Level 4 Minimum – Required
Chartered or working toward AF7 - Desired

Benefits:

· Private medical insurance

· Life Assurance (4x salary)

· Employer pension contributions

· Income protection (75% salary for 3 years)

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