Private Client Director (Remote)

Artemis Recruitment Consultants Ltd; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

Une entreprise de recrutement en pleine croissance recherche un Private Client Director pour un poste à distance. Vous serez responsable de fournir des services de planification financière aux clients, de générer de nouvelles opportunités commerciales et de maintenir des relations solides avec les clients existants. Si vous avez une expérience avec les introducers professionnels et détenez un niveau QCA minimum de 4, ce poste pourrait être fait pour vous.

Qualifications

• Expérience dans la recherche, l'analyse et la préparation de dossiers.
• Capacité à travailler principalement de façon autonome.
• Expérience dans les relations avec des introducers professionnels.

Responsibilities

• Générer de nouvelles opportunités commerciales en utilisant des clients existants et des leads.
• Préparer des rapports de recommandation complets avec l'équipe de Paraplanning.
• Développer les relations avec les clients pour maximiser leur potentiel.

Skills

Communication écrite et verbale

Analyse et interprétation

Travail autonome

Education

QCA Level 4 Minimum

Job description

Type of Position: Private Client Director (Remote)
Pay: £60k+

Private Client Director (Remote)

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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