Wealth Advisor

Recruiter
Pertemps Reading Commercial DDT
Location
West Yorkshire
Salary
£40,000 - £49,999
Posted
29 Aug 2019
Closes
04 Sep 2019
Ref
1230176519
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Wealth Advisor

Location: Yorkshire

Are you a Wealth Advisor looking for a new challenge? Are you struggling to find new clients? Are you having to juggle research, administration, meeting your current clients and prospecting for new clients?

How about joining an award-winning Investment Management company who are inundated with quality clients for you to meet? Your diary is filled for you with pre-qualified, screened customers who have approached the company for help with their pension and investment planning. You will be kept very busy meeting clients, mainly at their work or in serviced offices.

As a Wealth Advisor, your responsibilities will include:

• Provide guidance on Company Share Schemes, including tax efficient exit strategies.

• Provide guidance and pension planning advice around current and previous occupational pension schemes.

• Provide comprehensive Pension Income Options advice including annuities, income draw-down, and phased retirement strategies.

• Carry out a comprehensive fact-find via completion of an Investment Planning Questionnaire and through appropriate questioning, gain a full understanding of the aspirations, needs and investment objectives of the individual.

• Risk profile the investor in accordance with the work Risk Profile Questionnaires.

All your administration and compliance will be done for you, including your reports which will be written for you by qualified paraplanners; and you will have the back-office support of a Technical help desk for complex queries. You plan your own diary to fit in with your personal lifestyle, this may sometimes include evenings and will include travelling, mainly 1-2 hours from where you live.

The ideal candidate for this role will have the following:

• Be Diploma qualified- CF30 ideal but not necessary.

• Competent Adviser Status.

• Registered FCA Controlled Function 30 (Investment Adviser).

• Relevant FCA approved qualification - minimum.

• SPS held including specialism in Packaged Products.

• JO5, AF3 or G60 - preferable.

• Good understanding of all investment types and personal taxation.

• Experience working as an Independent Financial Advisor (IFA), or within the wealth/investments sector.

• Career driven.

• Have face to face client experience.

• Have exceptional organisation skills and be able to work from home without distraction.

• Want to join an integrated wealth Management company with over £1.3billion AUM.

The successful candidate will be rewarded with a competitive basic salary plus commission, along with a superb transparent bonus scheme and benefit package including pension, DIS etc.

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