A highly successful DFM business with a very strong presence in the local market. They are looking for a highly experienced and professional Financial Planner who will generate new business from their large existing High Net Worth client bank. The successful candidate will also liaise with Investment Managers so there will be scope for you to make your mark within the company and make a difference by implementing new processes.
- Meeting with clients on a regular basis to discuss needs.
- Gaining all information from clients to create a bespoke financial planning package.
- Regular reviews of clients needs, portfolios and recommendations to make sure all advice in line with client expectations.
- Conduct all work in a compliant manner with regulator and internal practices.
- Cross refer opportunities to Investment Managers.
You need to have experience as an Advisor and also be a minimum of Diploma qualified. Professional and presentable at all times, with an excellent bedside manner, you must be able to build strong internal and external relationships with like minded professionals. There is no need to have an existing client bank, but excellent track record and a desire to excel is necessary. Excellent basic salary plus bonus on offer for the right candidate.