Personal Wealth Adviser

Recruiter
RZ Group
Location
Inverness, UK
Salary
Competitive
Posted
16 Jul 2019
Closes
24 Jul 2019
Ref
1210282698
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our financial services client is looking to recruit a Personal Wealth Adviser on a permanent basis to join their team in Inverness. What does this role involve? *You're there to ensure we meet the needs of our clients. So most of your time will be spent talking to existing and new customers *You'll be meeting new and existing clients face to face and over the phone, conducting meetings and providing holistic financial advice to review and meet their immediate and ongoing financial needs *You'll have a dedicated area to lead including a branded group of branches *You'll handle and build a designated portfolio of ongoing client relationships and introductions from across the Group, identifying and addressing client's financial needs *You'll own the client relationship so you'll be the liaison with all the right teams to ensure first class standards of service *You'll be establishing links with introducers, both internal and external Experience required: *You must be CII Level 4 Diploma qualified *You will ideally have a background in financial advice even if this hasn't been in banking - financial advice experience is ideal, but not an essential *You're not interested in treading water, you're motivated to ensure you give your customers the best service possible, and you're keen to identify and work with new clients *It's second nature to you to ensure that the advice you give and the actions you take follow our internal framework as well as external regulatory and statutory requirements *You know how to manage risk to ensure your client's best interests are met *You're passionate about your own development and maintain your levels of professional standing and competence and you're genuinely committed to living our values, behaviours and meeting our Codes of Responsibility This is a permanent role so, on top of your competitive salary, you will receive a bonus and additional earning potential. Benefits also include a car, medical insurance and pension to name a few. Apply now for immediate consideration! Recruitment Zone acting as an employment agency in regard to this advert.

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