Charter Financial Planner

Charter Financial Planner
Empresa:

Workflare



Área:

Otros

Charter Financial Planner

Detalles de la oferta

What the role involves: - Working closely with a desginated group of investment Managers to provide full wealth planning services to a group of clients with an emphasis on regulated products.

- Structuring clients affairs in the most efficient way in order to achieve established medium and long term goals.

- Developing and maintaining client relationships and providing financial advice within the regulatory framework.

- Identifying, developing and securing new client relationships through referrals and leveraging the company's internal network.

- Devising and implementing a client acquisition strategy in conjuction with the Team Manager.

- Meeting the required commercial revenue targets.

Experience required for this position:

- Specific subject matter experience in the area of complex financial planning solutions for high net worth clients.

- Experience in estate planning, retirement planning and wealth structuring.

- The ability to influence senior business stakeholders internally and high net worth centres of influence externally.

- Appropriate technical/product knowledge of life assurance, pensions and investment advisory and a solid understanding of the current taxation system.

- Detailed knowledge of the regulatory requirements and an overall understanding of the business impact of the regulatory environment.

- Understanding the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended.

For more information, please apply now.


Fuente: Bebee2


Área:

  • Otros / Otros

Requisitos

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