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Date Added: Wed 08/03/2023

Wealth Specialist

Bishops Stortford, CM23, UK
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Job Type: Permanent, FullTime

Salary: £60000 - £63000/annum

Our client based in Bishops Stortford are seeking a Wealth Specialist to join them in a permanent position. Based on previous experience within the same role the base salary can go up to £63k + benefits package. For more details please apply.

Wealth Specialist

Location: One of 4 offices, ideally Bishops Stortford

Flexibility of working hours will be required to meet client needs.

Main Responsibilities:

Responsible for managing a mixed caseload of client financial planning requirements in their specialist area
Providing holistic financial planning solutions to a range of clients; liaising with colleagues to reach the best outcome for the business and our clients; developing internal and external sources of business; introducing new clients.
Achieving the firm's fee targets and assisting and enabling others in the team to do so.
Managing own time effectively to facilitate work flow and general support.
Reviewing and maintaining existing client relationships.
Maintaining and developing relevant levels of standards, knowledge and CPD.
Introducing new clients/ sources of business.
Developing the internal and external introducer market.
Liaising with colleagues, clients and external suppliers.
Enhancing the firm's reputation and position within the community by developing a professional reputation, participating in professional and community activities to support the firm.
Contributing to the firm's general marketing initiatives by participating in firm's marketing events including networking, seminars and writing marketing material.
Complying with the Financial Services and Markets Act 2000, the FCA's Conduct rules / FCA Statements of Principle & Code of Practice and the relevant rules from the FCA at all times
Complying with the FCA's Consumer Duty policy and principles at all times
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