Private Client Adviser Private Client Adviser …

Hays Financial Markets
in London, United Kingdom
Permanent, Full time
Be the first to apply
GBP45000.00 - GBP55000.00 per annum
Hays Financial Markets
in London, United Kingdom
Permanent, Full time
Be the first to apply
GBP45000.00 - GBP55000.00 per annum
Hays Financial Markets
An Independent Financial Advisory are looking for a Junior Client Adviser to join their team. They have been awarded Corporate Chartered status by the Chartered Insurance Institute and have been voted one of the best financial advisory firms to work for.

An Independent Financial Advisory are looking for a Junior Client Adviser to join their team

The Organisation

An Independent Financial Advisory are looking for a Junior Client Adviser to join their team. They have been awarded Corporate Chartered status by the Chartered Insurance Institute and have been voted one of the best financial advisory firms to work for.

Role Responsibilities

In the role you will be reporting to the Chief Operating Officer and will be responsible for delivering a holistic financial planning service to both new and existing clients. Working alongside two other Private Client Advisers and a high-quality and experienced support team, the role has responsibility for managing a portfolio of existing clients, with a focus on client relationship management.

Role Requirements

To be considered for this role you must be a Chartered-level financial planner with at least 2 years of experience, along with superb knowledge of investment, life and pensions products and associated legislation. Furthermore, you must have complete understanding of Income Tax, CGT and IHT, investment bonds and estate planning as well as excellent personable skills.



What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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