WEALTH MANAGEMENT ADVISOR recruitment
Description:
This is a fantastic opportunity for a highly motivated and talented individual to work in the challenging and rewarding Wealth Management area within our clients company. This is a front line Adviser role, to provide high quality financial advice to the bank’s affluent clients, as well as developing new clients from leads passed by the bank’s lead generation teams.
Core Responsibilities:
- Providing high quality financial advice to clients and meeting the demands of the business by converting introductions into new business, ensuring achievement of all compliance standards and in a manner that ensures that the customers treated fairly and consistently
- Achieving target in meeting the demands of the business by converting introductions into new business within the bank’s minimum standard conversion rates.
- Conducting interviews with new and existing clients to review and meet their immediate and on-going financial needs; actively selling and/or introducing appropriate bank products and services and referring to other product specialists where required in order to compliantly achieve individual/team targets and productivity measures.
- Ensuring delivery of service standards and sales targets for own area of responsibility, so clients are provided with a competitive and responsive level of service and sales/income targets are met.
- Producing a quarterly business plan, implementing, reviewing progress and taking necessary corrective action to ensure delivery of the required business results.
- Actively developing, maintaining and building on relationships with internal business contacts, in order to ensure a high standard of new introductions to deliver business results.
Core Skills:
- A positive and dynamic approach to working
- High intellect with an ability to converse across a number of levels
- Genuine passion for delivering customer service excellence
- A natural ability to build rapport
Core Requirements:
- A demonstrable track record of success
- Experience of a business model that requires interaction with the retail team
- Proven experience of providing holistic advice – pension, investments and protection mix
- FPCor CeFA qualified
- Applicants MUST already be qualified to Level 4 in preparation for RDR.
Core-Asset Consulting offer specialist recruitment services to the Investment Banking, Financial Services, Secretarial Support, and Human Resources markets across Scotland.
"People are the core asset of every business"