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Job Title Private Client Financial Planning Consultant

REED Insurance
Job LocationCardiff
EducationNot Mentioned
Salary45,000 - 50,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Are you a Chartered Advisor or part Charted Advisor Are you seeking a new opportunity and are you comfortable dealing with HNW clients and investments of £2m + Are you seeking a remote based role and the ability to work from homeMy client is seeking an Financial Advisor to assist fellow Advisors with large, oftencomplex cases. You must be technically strong andbe comfortable dealing with HNW clients. The successful applicant will need to be self managing and be able to jugglecaseloads.Key Responsibilities

  • Ability to shape own role as circumstances demand and accountable for working independently to manage workloads, at times under pressure, to meet various deadlines according to client and Partner expectations, business needs and from regulatory and legislativeperspectives.
  • Accountable for bespoke one-to-one support to helpengage, advise and service new and existing Private clients. This is a significant part of the role and will involve offering specialist tax and technical advice and supporting fellow Advisorsto presentthis at client meetings.
  • Key decision maker on how and where funds are invested; the investment structures to be used; and the most appropriate tax wrappers to mitigate of income, capital gains and inheritance tax.
  • Support the achievement of corporate and divisional targets working very closely with the Senior Financial Planning Consultants and the Heads of Private Client Advice, Proposition, Consultancy, Service, FMT and Partnership.
Job Knowledge
  • A broad and in-depth knowledge in the fields of protection, retirement planning, investments, taxation, trust and estate planning, financial services products and FCA regulations.
  • You must hold advanced qualifications and specialist knowledge of taxation, investment, retirement and trust & estate planning markets and their respective advice solutions because these are factors affecting high net worth clients and those who are sellingbusinesses, Non-Domiciled clients, those with complex estate planning needs etc.
  • The role is accountable for the provision of holistic financial advice to clients with significant wealth and sometimes very complex needs, with Partner (and client) interaction forming a large part of the role.
  • Experience: at least five years relevant experience within financial services. Self-motivation is key for effective diary and case management - while the role is primarily Cirencester based it will involve occasional travelling to presentthe advice to the client. This may include staying overnight in a hotel.
  • Qualifications: QCF Level6 qualification: CII Chartered Financial Planner/ equivalent eg STEP, CISI. Accreditation: Gain and maintain internal accreditation in all advice areas
Salary and Benefits
  • Basic Salary up to £50k
  • Bonus up to 25% of Salary per annum
  • Non Contributory pension 10%
  • 10x Life Cover PHI and Critical Illness cover
  • Share Schemes
  • Private Medical and Dental Insurance

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