Premier Wealth Manager is looking for a Wealth Planner to provide financial planning advice to new and existing clients with more complex financial planning needs, and to take an active role in business development activities for the Firm.
Key Accountabilities
Deliver technically excellent financial planning advice to clients using their Wealth Planning processes;
Proactively working with the Investment Managers to identify new Wealth Planning opportunities for exisitng clients;
Develop new client relationships;
Conduct business activities in a compliant manner, in line with the rules set out by the firm and the regulator;
Work effectively with other members of the team to deliver an efficient and outstanding client service.
Key Competencies
Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;
Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;
Customer Service: Positive attitude to find solutions in line with TCF principles; Uses customer feedback to improve service;
Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change; and
Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
Will hold the CII Advanced Diploma qualification
Will be a recently qualified Chartered Financial Planner
Will have at least 5 years experience within a Wealth Management setting
Will possess a client focus and concern for quality, ensuring client satisfaction and retention
Will actively participate in knowledge sharing amoungst the Wealth Planning and Investment Management teams
Maintains a full and proper understanding of the financial services market