A unique opportunity to join a highly successful professional financial services business, based in the City of London. Up to GBP 100K salary plus bonus and benefits, employed.
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 to join their team. The role is
employed and will be based in London. 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.
If you want to be part of a dynamic team, where you can 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.
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 understand
clients' current investments and future requirements, and to provide
ongoing advice to meet the needs of clients
- Carrying out
technical advisory work, using the company's systems and resources
- Providing a reliable and regular single
point of 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:
- Level 4 Diploma in Financial Planning (required); Chartered status (preferred)
- FCA
registered with CAS and SPS as well as up to date CPD
- Established
in the UK, ideally with 5+ years' post qualification experience
- Experience
of working in an employed role
- Proficient
in advising on technical aspects of pensions, tax and investments
- Client
focused i.e. striving for the very best outcomes for clients
- Ethical,
trustworthy, professional and personable in outlook
- Articulate
and confident meeting people
What our Client offers:
- Base salary: Up to GBP 100,000 per annum
- Bonuses: KPI-based, reviewed annually
- Equity participation: Aligning your success with the firm's growth
- Benefits: Enhanced pension contributions, private healthcare for you and your family, generous annual leave and flexibility to support work-life balance
- Professional development, including support for obtaining Chartered status
- Prestigious offices