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Financial Services

East Anglia

09/07/2021

Private Client Adviser - East Anglia - up to £70k

Our client is going through a period of expansion and is looking for a Private Client Adviser to join their team, as part of a home based position in East Anglia. The client offers great benefits in addition to a bonus scheme – possibility to earn £55-70k, depending on experience. Specific Activities Include:

  • Meet clients and conduct in-depth reviews of clients financial circumstances, current provision and future aims
  • Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities. 
  • Deal with client affairs with integrity and efficiency.
  • Prepare recommendation reports, with the support of the Paraplanning team.
  • Ensure sufficient client information is obtained and analyse information gathered, inputting information into the CRM system.
  • Ensure all revenue targets are met and work is completed in a compliant manner 
  • Undertake sufficient product and market research 
  • Respond to referrals within agreed SLA. 
  • Assist clients to make informed decisions and build strong relationships with them
  • Comply with FCA rules, as well as the company’s Compliance and T&C procedures. 
  • Undertake Continuous Professional Development when appropriate

Skills / Knowledge required:

  • Customer Focus
  • Resilience
  • Decisiveness
  • Planning & Organising
  • Technical Knowledge of products
  • Strong Communication skills; Verbal, Non Verbal and Written
  • Strong Time Management and Negotiation skills
  • Able to work independently and as part of a team.
  • Strong technical skill in regulated planning
  • Good knowledge of IT systems and packages
  • Comfortable at presenting to various group sizes

Qualifications and Experience:

  • Level 4 as a minimum  
  • Ideally working toward Chartered 
  • Experience with research, analysis and interpretation, file preparation, and report writing
  • Regulated sales experience
  • Client management experience

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk

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