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    Associate Wealth Adviser - London, United Kingdom - Moore Kingston Smith LLP

    Moore Kingston Smith LLP
    Moore Kingston Smith LLP London, United Kingdom

    2 weeks ago

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    Description

    Browse through our current list of vacancies and find out more about the exciting professional and support roles we have available at Moore Kingston Smith.

    Associate Consultant (Financial Adviser)
    Associate Consultant (Financial Adviser)
    We are looking for a new Associate Consultant to join our team of Financial Advisors.
    Initially focusing on non-regulated areas, you'll expand into regulated financial planning, empowering both corporate and individual clients.

    As part of our dedicated team, you'll play a vital role in providing expert guidance on pension scheme governance, design, renewal, and member options, with a focus on the Teachers' Pension Scheme.

    Working closely with regulated financial planners, you'll grow into a fully qualified and authorized consultant.

    Be a key player in delivering high-quality services to our esteemed clients while fostering a network of introducers to drive business growth.

    Your professionalism and dedication will be instrumental in ensuring client satisfaction, building strong relationships, and expanding the range of services we offer.

    Take your financial career to new heights and make a real impact Service/sales orientated: outstanding customer service, translates client needs into engagements, demonstrates commerciality in their actions, established network of clients internally and externally, developing and maintaining strong relationships.


    • Demonstrable record of high sales success, with ability to manage and develop compliant business from new and existing clients in the private client arena. Proven project management capability and experience.
    • To develop and keep up to date technical knowledge of the financial planning and employee benefit consultancy process through appropriate industry exams and CPD, including products, funds, pensions, markets, appropriate financial instruments, the required regulatory standards and their relevance to clients.


    • IT literate

    • Microsoft Office (Excel, Word, Powerpoint) and relevant internal systems/databases.
    • Awareness of the regulatory requirements and restrictions in respect of regulated and nonregulated activities, and in particular ensuring that any regulated activities are only undertaken by a regulated and authorised individual.
    To achieve the appropriate regulatory qualification at QCF Level 4 (i.e. Diploma in Financial Planning) within 12 months.

    • Flexible Working

    We are committed to supporting a positive work-life balance and offer a hybrid working policy that gives our people more freedom to decide when they work and where from.

    We appreciate how important flexibility around our personal lives is, and our policy considers the needs of our people alongside the needs of the business.

    We value diversity and are passionate about equity and inclusion, as we believe it`s the input and perspectives of our people that help make our firm - and our clients - thrive.

    We are committed to attracting talented individuals from a wide and diverse talent pool, as we seek to build a team that is representative of the diverse community we serve.

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