Private Client Director - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading company is seeking a Private Client Director in London, responsible for financial planning and fostering client relationships. This role requires strong compliance adherence and a focus on generating new business opportunities. Ideal candidates will have a background in financial advisory with QCA Level 4 certification.

Qualifications

• Experience in financial planning with compliance is essential.
• Strong verbal and written communication skills are needed.
• Ability to work independently and within a team.

Responsibilities

• Meet with clients to provide financial planning services.
• Generate new business opportunities from various sources.
• Prepare complete recommendation reports with ParaPlanning support.

Skills

Research

Analysis

Interpretation

Report Writing

Communication

Client Relations

Education

Achievement of QCA Level 4

Job description

Type of Position: Private Client Director - London
Pay: £60k+
Reference: CanaryWharf5

Private Client Director - London

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
• Experienced in working with professional introducers
• Achievement of QCA Level 4 Minimum – Essential

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