Private Client Adviser (Flexible Working) - Norfolk

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

Job summary

A leading recruitment consultancy is seeking a Private Client Adviser for a flexible role in Norfolk. The successful candidate will handle client affairs, generate business opportunities, and ensure compliance with FCA guidelines, all while aiming to maximize client potential. This position offers the chance to work with a supportive team and develop client relationships effectively.

Qualifications

• Experience in financial planning and client relations.
• Regulated sales experience desirable.
• Ability to work independently and in a team environment.

Responsibilities

• Meet with clients to provide tailored financial planning.
• Generate business opportunities and maintain client relationships.
• Prepare recommendation reports and meet revenue targets.

Skills

Research

Analysis

Verbal Communication

Written Communication

Client Management

Education

QCA Level 4 Minimum

Working toward QCA Level 6

Job description

Type of Position: Private Client Adviser (Flexible Working) - Norfolk
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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