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    Senior Chartered Wealth Adviser - London, United Kingdom - Ortus PSR

    Ortus PSR
    Ortus PSR London, United Kingdom

    2 weeks ago

    Default job background
    permanent Accounting / Finance
    Description

    I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team

    Job overview:

    Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.

    Duties & Responsibilities:

    • Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
    • Achieve target for the financial year through a combination of new business and ongoing existing client fees.
    • Grow individual client bank to around 100 – 125 clients.
    • Provide ongoing advice to allocated clients of the business.
    • Carry out annual review meetings with clients and make changes to their Financial Plan and investments in line with their objectives and changes to circumstances.
    • Work with Adviser Team of Paraplanner and Adviser Support to deliver advice to clients and see client journey through from initial meeting to completion of work and payment of fees.
    • Network and develop working relationships with solicitors, accountants and other professional connections to attract client referrals into the business.
    • Use main data base (Xplan) and all ancillary systems including investment platforms, cashflow tools and other software tools within business to provide comprehensive financial planning to clients.
    • Optimise use of technology to try to improve efficiency and reduce costs across the business.
    • Deliver excellent client service at all levels from client onboarding through to delivery of end client product and ongoing annual reviews.
    • Work closely with the wider Adviser Team on ideas that will help to increase fee income to the business.
    • Any other duties as may reasonably be required, consistent with the grade of the post.
    • Adhere to and maintain knowledge of all applicable legislation, including relevant parts of the FCA Handbook.
    • Take any examinations or professional qualifications that are required to maintain Chartered qualification.
    • Ensure the appropriate number of hours of Continuous Professional Development are completed each year so that Statement of Professional Standing can be renewed each year.
    • Treat customers fairly and act in their best interests at each stage by meeting the unique needs of each customer offering a transparent, efficient and professional service
    • Follow internal disclosure procedures and raise any concerns to the MLRO regarding conflicts of interest or financial crime

    Key Skills & Competencies:

    • Minimum five years' experience in Investment/ Wealth Management.
    • Minimum five years' experience in Advisory role.
    • Minimum qualification level of Advanced Diploma in Financial Services.
    • Demonstrated ability to apply theoretical knowledge in work context.
    • Motivation skills.
    • Ability to make decisions.
    • Commercial judgement.
    • Organisation skills: prioritisation
    • Ability to achieve results within the team and for individual client.
    • Remain informed and relate to information and experience to the financial markets.
    • Ability to network with other professionals.
    • Soft sales skills that will enable conversion from initial enquiry to client of H&P.
    • Ability to market own skills & proposition of the business.
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