Premier Financial Adviser
Premier Financial Adviser
Location: London South East
MINIMUM REQUIREMENTS: Level 4 Diploma
£Negotiable + Bonus + Benefits
THE COMPANY
Premier Financial Adviser | Guildford / Surrey
Our client one of UK's premier banking groups are actively seeking a number of Premier Financial Advisers who will be based within Wealth Management. The role of the Premier Financial Adviser is to manage the key relationships with HNW Premier clients of the bank.
The role of the Premier Relationship Manager is to manage the relationship with Premier clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business.
The role holder has a responsibility to acquire, develop and deepen relationships with a portfolio of Premier clients.
Your responsibilities will include:
Delivering a consistent and tailored wealth management service to the Premier clients
Developing long term, in depth relationships with clients
Acquiring new clients with proactive strategic planning to maintain and grow
Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources
The FSA describes the Premier Financial Adviser activities as a controlled function, and individuals must be approved by the FSA as being fit and proper to carry out their duties. All approved persons must at all times comply with the FSA's rules and principles for Approved Persons and Code of Practice
The ideal candidate for this role will have:
Knowledge of wealth products
Experience working in relevant environment/s, i.e. financial services advisory
Role relevant qualifications, i.e.Dip CII (or equivalent QCF RDR level 4 qualification) and hold Competent Adviser Status (CAS), Statement of professional standards
Valid UK driver's license
Availability to undertake the travel required for this role, i.e. travel required with the allocated coverage area of region
A desire to find ways to continually improve the service delivered to customers
Excellent written and spoken communication skills with experience of successfully influencing others, negotiating effectively and winning over audiences with compelling and persuasive presentations
Built effective networks both internally and externally and created opportunities for others to work collaboratively
Acted as a strategic advisor to customers, having established and built valuable long-term relationships with significant customers
A track record of successfully identifying and developing significant/complex business propositions, that attract and entrench customers in a fair and ethical way
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