High Net Worth Financial Adviser / Relationship Manager

6 days left

Verridian Recruitment
High Wycombe
04 Feb 2017
04 Mar 2017
Contract Type
Full Time

Our client is a respected High Street Bank who is looking to recruit an experienced high net worth Financial Adviser / Relationship Manager to grow and relationship manage a portfolio of high net worth clients with disposable assets between £150,000 and £500,000.

Skills and Experience Required

  • Essential: You must either hold current competent adviser (CAS) status or must have held (CAS) status within the last 5 years

  • Essential: Must hold the Level 4 Diploma in Regulated Financial Planning Qualification or equivalent

  • Essential: Must be able to demonstrate excellence in delivering wealth advice and financial planning to high net worth customers

  • Essential: Must be able to evidence holistic financial planning with every client

  • Preferred: Previous IFA experience managing a portfolio of high net worth clients

  • Essential: Must be able to evidence a consistent track record of achieving and exceeding sales targets

  • Essential: Must have a track record of successfully identifying and developing significant / complex business propositions that attract and entrench customers in a fair and ethical way
  • Essential: Must hold a valid full driving licence

  • Demonstrate self-development and show evidence of this

  • Computer literate

  • Excellent communication skills both written & verbal

  • Must be capable of building relationships with dedicated branch business introducers

  • Must be well organised, outgoing and people-focused

  • Be positive, resilient, adaptable and focused

  • Must have a desire to find ways to continually improve the service delivered to clients

In return our client company offers:-

  • Basic salary between £39,000 to £49,590 (negotiable)

  • Company Car

  • Territory Allowance £0 to £4,000
  • Quarterly bonus scheme
  • Company Pension Scheme
  • Life Cover - 4x Salary
  • Sharesave Scheme
  • Share Ownership Plan
  • Group Income Protection Plan
  • BUPA Health care Plan
  • 30 days holidays plus bank holidays