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- Tasks: Meet clients to provide tailored financial planning and generate income for the company.
- Company: Join a dynamic team focused on delivering exceptional client service in financial planning.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Make a real impact by helping clients achieve their financial goals while building lasting relationships.
- Qualifications: QCA Level 4 is essential; strong communication skills and experience in research and analysis are preferred.
- Other info: Work independently while contributing to team objectives and maintaining compliance with industry standards.
The predicted salary is between 43200 - 72000 £ per year.
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London
27/02/2024
Private Client Director – London
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 the 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.
Experience in the following areas would be an advantage:
- 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.
- Experienced in working with professional introducers.
- Achievement of QCA Level 4 Minimum – Essential.
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Private Client Director - London 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 Director - London
✨Tip Number 1
Make sure to network with professionals in the financial planning industry. Attend events, join relevant groups on LinkedIn, and connect with people who are already working as Private Client Advisors. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarize yourself with FCA rules and compliance procedures. Understanding these regulations will not only help you in your role but also demonstrate your commitment to maintaining high standards, which is crucial for this position.
✨Tip Number 3
Showcase your ability to generate new business opportunities. Think of specific examples from your past experiences where you successfully brought in new clients or expanded existing relationships, as this is a key responsibility of the role.
✨Tip Number 4
Highlight your teamwork skills. Since the role involves working closely with a ParaPlanning team and responding to referrals, be prepared to discuss how you've effectively collaborated with others in previous positions.
We think you need these skills to ace Private Client Director - London
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Private Client Director position. Understand the key responsibilities and required skills, as this will help you tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in financial planning, client relations, and compliance with FCA rules. Use specific examples to demonstrate how you've successfully generated new business opportunities in the past.
Showcase Communication Skills: Since strong written and verbal communication skills are essential for this role, ensure that your application reflects your ability to communicate clearly and professionally. Consider including a brief example of a successful client interaction or presentation.
Tailor Your Application: Customize your CV and cover letter to align with the company's Private Client Proposition. Mention any relevant qualifications, such as QCA Level 4, and express your commitment to maintaining high standards in client service and compliance.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Understand the FCA Rules
Make sure you have a solid understanding 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 Relationship Skills
Prepare examples of how you've successfully maintained and developed client relationships in the past. Highlight your ability to maximize client potential and ensure their needs are met efficiently.
✨Demonstrate Proactivity in Business Development
Be ready to discuss how you've proactively generated new business opportunities. Share specific strategies you've used to convert leads into clients, as this aligns with the key responsibilities of the role.
✨Prepare for Report Writing Questions
Since report writing is a significant part of the job, be prepared to discuss your experience in preparing recommendation reports. You might even want to bring a sample or outline to showcase your skills.
