Wealth Advisor Jobs in Guildford on your local Guildford jobs site ...

Title:????????? Wealth Advisor

Salary:??????? Up to ?75k basic

Job Type:?? Permanent

Job Description:

This company is a fast growing Wealth Advice business, employing approximately 750 people in more than 20 offices across the United Kingdom.

They offer fee based, independent financial advice and independent investment management services to private individuals, with investable assets in excess of ?100,000, and pensions advice and employee benefits consultancy to small and medium sized enterprises (SMEs).

Their vision is to become the UK's leading provider of Wealth Advice.

They were one of the 2008 Sunday Times Virgin 'Fast Track 100' companies, have been accredited with Chartered Financial Planning status and appointed by Camelot to provide holistic financial planning advice to National Lottery winners.

Will you be able to provide a small level of leads and are you willing to develop business? ?Or would be able to bring a level of clients without breaching any restrictive covenants?

Job purpose:

To advise clients on all aspects of financial planning and wealth management.

To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives.

To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs.?

• To deliver fee income against agreed plan.
• To achieve and maintain competence as defined within the Company?s Training and Competence Scheme.
• To demonstrate and ensure all compliance file checks are neatly and comprehensively completed within the Company?s Training and Competence Scheme.
• Minimal number of complaints to ensure client relationship is not impaired.
• Manage billing work in progress to create efficiency and service to clients.
• Ensure all activities are timely, compliant and conducted in a manner that will meet the business standards.
• Maintain an effective client bank management system to provide excellence in customer service and quality holistic advice.
• Manage with clients the level and different type of fee income to find the best solution in the interests of the client.
• Ensure that all client portfolios are reviewed in line with clients? changing strategic requirements to ensure that the company manage their risk effectively.
• Build and maintain centres of influence to initiate and nurture close relationships with professional advisers (lawyers, accountants etc.).
• To act in a professional capacity with external and internal customers to deliver the Company?s culture and ethos to build a respected and valuable business.

Skills:?

• Proven ability to deal with new and existing clients on a fee basis
• Numeracy and literacy

Wealth Management Skills:

• Understanding wealth management practices and processes and communicating them clearly and effectively

Technical skills:

• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
• Complaint handling

Qualifications

• Qualified, or nearly qualified Diploma Personal Finance Society (Dip PFS) or equivalent.?

Source: http://www.croydonlocaljobs.co.uk/Jobsite/Jobs/1941832/Wealth-Advisor

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