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- Tasks: Meet clients to provide tailored financial planning and generate new business opportunities.
- Company: Join a reputable firm focused on delivering exceptional financial services to private clients.
- Benefits: Enjoy competitive pay, professional development, and a supportive team environment.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: QCA Level 4 is essential; experience in client management and regulated sales is a plus.
- Other info: Work independently while contributing to team goals and maintaining high compliance standards.
The predicted salary is between 47000 - 63000 £ per year.
Type of Position: Private Client Adviser - Hampshire
Pay: £55k - £70k
Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company.
Key Responsibilities:- To comply with FCA rules and guidance and Compliance and T&C procedures.
- 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.
- To prepare full and complete recommendation reports, with the support of ParaPlanning team.
- To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.
- To ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards.
- To adhere fully to the company's Private Client Proposition.
- To work in a team environment.
- To demonstrate commitment to the team by responding to referrals within the agreed SLA.
- To maintain appropriate CPD.
- Research, analysis and interpretation, file preparation, and report writing.
- Strong written and verbal communication skills.
- Ability to work largely unsupervised, but to contribute and participate in team goals/objectives.
- Regulated sales experience.
- Client management experience.
- Experienced in working with professional introducers.
- Achievement of QCA Level 4 Minimum – Essential.
- Working toward QCA Level 6 - Desired.
Private Client Adviser - Hampshire employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Adviser - Hampshire
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Private Client Advisers. Attend local finance-related events or seminars in Hampshire to make connections and learn more about the role.
✨Tip Number 2
Familiarise yourself with the FCA rules and compliance procedures relevant to private client advising. This knowledge will not only help you in interviews but also demonstrate your commitment to adhering to industry standards.
✨Tip Number 3
Consider reaching out to current employees at the company through LinkedIn. Ask them about their experiences and any tips they might have for someone looking to join the team as a Private Client Adviser.
✨Tip Number 4
Stay updated on market trends and financial products that are popular among private clients. Being knowledgeable about the latest offerings can give you an edge during discussions with potential employers.
We think you need these skills to ace Private Client Adviser - Hampshire
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Private Client Adviser. Familiarise yourself with financial planning concepts and the importance of compliance with FCA rules.
Tailor Your CV: Highlight your relevant experience in client management, regulated sales, and report writing. Make sure to showcase any achievements related to generating new business opportunities and maintaining client relationships.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company's Private Client Proposition. Emphasise your commitment to integrity and efficiency in dealing with client affairs, and how you can contribute to the team.
Proofread Your Application: Ensure that your application is free from errors. Strong written communication skills are essential for this role, so take the time to proofread your CV and cover letter before submitting.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Understand the FCA Regulations
Make sure you have a solid grasp of the FCA rules and guidance. This knowledge will not only help you answer questions confidently but also demonstrate your commitment to compliance, which is crucial for the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to maintain integrity and efficiency while dealing with client affairs, as this is key to the position.
✨Demonstrate Proactivity in Business Development
Be ready to discuss how you've generated new business opportunities in previous roles. Whether through existing clients or self-generated leads, showcasing your proactive approach will impress the interviewers.
✨Prepare for Technical Questions
Expect questions related to financial planning, report writing, and analysis. Brush up on your technical knowledge and be prepared to discuss how you would prepare recommendation reports with the support of a ParaPlanning team.
