Financial Adviser - Private Clients and Corporate Pensions


Vacancies in UK

Job reference: COL-2204-10334

Short Description

A brand new opportunity to join a highly successful professional financial services business, based in the City of London, with flexible working arrangements.

Job Detail

The Company

Our Client is based in the City of London and is directly authorised by the FCA. Established in 1998, this SME firm specialises in providing advice to both private and corporate clients for all their financial planning requirements, especially pensions, tax and investments.

With more than $100M in funds under advice, they are keen to continue to meet the needs of their existing clients whilst growing the business. They now have a vacancy for an experienced, qualified financial adviser (Private Clients and Corporate Pensions) to join their team. The role is employed and will be based in London but with flexible working. This is a rare opportunity to join a company with an excellent reputation, based on its retention of clients and new business developed through referrals and group scheme members requiring bespoke personal financial advice.

If you want to be part of a dynamic team, where you can work flexibly, enjoy your role and thrive in a challenging environment, then this could be the role for you. You will be able to work in a productive, rewarding environment, putting the needs of your clients first. This is a long term opportunity with career progression. 

USPs:

  • Independently owned 
  • Managing an existing client bank
  • Full training provided on their systems and procedures to service existing clients
  • New business developed from inbound enquiries and referrals from existing client base and contacts
  • Opportunity to establish a long term career

Main Duties:

 

  • Servicing existing clients professionally and thoroughly but also with efficiency and empathy
  • Learning, understanding and applying the company's systems and procedures to service existing clients
  • Meeting compliance and servicing targets as set out by the company (bonus related)
  • To hold online or in-workplace pension clinics
  • Delivering group presentations at employer sites or online 
  • To service private clients generated from pension clinics
  • To understand clients' current investments and future requirements, and to provide ongoing advice to meet the needs of clients
  • Carrying out technical advisory work to individual private clients, using the company's systems and resources
  • Providing a reliable and regular single point of professional contact to clients
  • Working efficiently and collaboratively with a team of outsourced administrators and reporting to the company directors
  • Conducting regular client reviews in person or via video conference
  • Overseeing the drafting and distribution of quarterly private client reports

Candidate Profile - Financial Advisers:

  • Qualified to minimum Level 4 Diploma
  • FCA registered with CAS and SPS as well as up to date CPD
  • Established in the UK, ideally with 3+ years' post qualification experience
  • Experience of working in an employed role
  • Excellent working knowledge of group pension schemes
  • Proficient in advising on technical aspects of pensions, tax and investments
  • Experienced in Auto Enrolment and Employment Benefits
  • Client focused i.e. striving for the very best outcomes for clients
  • Ethical, trustworthy, professional and personable in outlook
  • Articulate and confident meeting people

Financial Adviser package:

  • Competitive remuneration package incl. benefits and bonus (dependent on experience and qualifications) - where there is scope for tailoring to meet personal circumstances


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