Private Client Adviser - Devon, United Kingdom - Search Consultancy

Search Consultancy

Verified Company

Devon, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Private Client Adviser with a well established Wealth Management company in Devon.

Competitive salary with excellent benefits

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Main Purpose of the Role:***- To provide a comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to lump sum investments, pensions and protection, tax efficiency

Duties and Responsibilities:

Manage and attend client meetings, both on and off site, advise clients on all aspects of investment, Tax management
Write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support
Update all relevant meeting information onto systems for record keeping and the report writing process
Collate the relevant and necessary information about the client's past and present financial arrangements to enable a full financial needs analysis to be carried out
Collate the relevant information to be able to assess the client's attitude to risk
To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
To ensure that all relevant information is recorded on client files

***For further information please do get in contact.