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| Job Location | Esher |
| Education | Not Mentioned |
| Salary | 50,000 - 60,000 per annum, OTE |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
DipPFS - £50K-£60Kpa + OTEProviding advice to clients as part of the management of ongoing service reviews in line with the scope of ongoing client service proposition (Wealth Management Service and Investment Management Service), including all the associated activity required inline with regulatory standards.Preparing for and undertaking client review meetings and managing post review actions arising.Making sure sufficient client information is obtained before any recommendation is made.Undertaking appropriate product and market research, where required.Drafting suitability reports or leading report drafting work by the client team.Making sure all clients are contacted in accordance with the agreed level of services offered.Maintaining a high quality audit trail and ensuring all supporting documents and client records are maintained on back office systems and electronic files.Constructing and managing investment portfolios as detailed in the firms procedures.Making sure sufficient client information is obtained before any decisions to trade are made.Making sure investment decisions made are consistent with the stated objectives and constraints of the client / portfolio as appropriate.Making sure portfolios are set up and reviewed and that advice is made to rebalance these in accordance with the clients risk mandate, objectives and the companys house view and buy list.Maintaining all standards of performance as required by the company.Making sure clients receive relevant documentation in a timely way.Making sure agreed action is carried through post client agreement and that trades are placed through the dealing function.Liaising with the Client Team and specific Account Managers as appropriate and taking responsibility for all advice and review communications with clients.
Keyskills :
Financial AdviceFinancial ServicesIndependent Financial Advice