Wealth Management Adviser

Allen Insurance Recruitment
31 Oct 2018
12 Nov 2018
Contract Type
Full Time
Our client is an international yet family run business who are seeking the highest talent to engage and support their clients. They pride themselves on putting clients at the centre of all that they do and will expect the same from you.

The role is a regulated, private client financial planning position. You’ll be aiming to maintain, develop and grow a portfolio of existing and new private clients. You will achieve this by providing the highest quality professional service, advice and expertise.

You will ensure that revenue from this portfolio is profitable, identify and expand lines of cover and service delivery. Identifying and developing new opportunities for business growth.

What’s Required?

Financial Planner with a minimum of 5 years of experience

Mandatory requirement is for you to hold appropriate regulatory qualification at QCF Level 4

(ie Diploma in Financial Planning) and maintain annual Statement of Professional Standing (SPS)

Hold FCA Approved Person CF30 status.

Evidence of Continuing Professional Development (CPD)

as required to maintain and improve knowledge and skills

QCF Level 6 (Advanced Diploma or Chartered Status)

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