Wealth Management

Fantastic opportunity to join a growing Wealth Management Business in Surrey:Outline:

Basic salary £100k per annum.
Personal bonus.
Hybrid working.
Focus on long term trusted client relationships working with diverse portfolio of HNW clients.
Building bespoke investment propositions and developing the inhouse investment offer.
Be part of a highly respected and experienced team, where people really do come first.
Office based in Oxted, Parking, Pension, 25 days holiday, Healthcare.
Mon to Fri 8.30am-5.30pm (flexible on finish time).

Core responsibilities will typically include:

Onboarding new clients, evaluating transferred portfolios.
Qualifying potential new clients.
Responsible for the ongoing restructuring and evaluation of client investment portfolios.
Conducting periodic client reviews to ensure client records are compliant.
Establishing rolling client review schedules, including the review of ISAs and Capital Gains Tax positions.
Undertaking trades, followed-up by letter or email correspondence to clients.
Augmenting and maintaining investment research records.
Monitoring debit account positions, liquidity considerations, income payments & client fees.
Review of corporate actions and their implementation on client accounts
Coordinating with the Financial Planning team and administration team, in branch and HO.

Expected Qualifications, Skills & Experience:

Demonstrable experience in a similar role within Investment / Wealth Management.
Qualified to a minimum level 4 Diploma Investment Advice (CISI / equivalent industry body).
History of FCA Authorisation to give investment advice.
Established client portfolio and network.
Demonstrable evidence to support the investment decisions (corporate or personal).
Seeking a varied role, with a natural sleeves rolled up’ approach.
Innately organised, outstanding time management skills.
Proficient with MS Office.

APPLY NOW

Wealth Management Related Jobs