Client Executive

Redmill Resourcing
03 Dec 2017
09 Dec 2017
Contract Type
Full Time
About the client Taking a fresh, modern approach to financial advice our client has operated for 40 years with an enviable track record in delivering advice to the HNW markets. A new role As a client executive, this new position takes the traditional role of paraplanner and adds some exciting bells and whistles. Within the role, you will support the Financial Planners but in addition to this, will have the day to day responsibility for a number of clients. You will proactively manage and build those relationships and become the key point of contact. Whilst conducting many traditional paraplanning duties this will move your career in the direction of advice delivery, however, you will be able to continue carrying out the paraplanning duties you currently enjoy. You will Be involved in regulatory report writing Be responsible for asset allocation Conduct ongoing portfolio reviews As the CF30 you will take responsibility for your portfolio of clients Attend client meetings with the financial planners, take minutes and document needs and objectives Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discuss appropriate solutions with the Financial Planning team The candidate Excellent attention to detail Excellent time management skills A people person with ability to communicate at all levels Excellent report writing skills Professional and ethical Customer focussed Experience and qualifications required Minimum level 4 – Diploma in Regulated Financial Planning Level 6 Chartered is highly desirable for this role Experience of paraplanning, ideally with some client facing skills