Private Bank Wealth Financial Adviser - Excellent remuneration package - Haywards Heath, Sussex, United Kingdom, RH16
This is an opportunity with one of the UK's largest Private Banks who have a vacancy for a Wealth Private banker in Haywards Heath. This is a HNW Senior Financial Adviser role, for an experienced adviser with level 4 Diploma, focused on Investment business.
Basic salary up to £60,000 plus bonus and benefits.
Starting with a ready-made portfolio, you'll build on existing relationships with some of their more affluent customers. You'll also travel to different locations in a localised area to build a rapport with internal contacts in Retail and Commercial banking, and follow the new leads and opportunities they generate.
Conducting regular financial reviews you'll discuss and advise on new services and investment options. So you'll proactively maintain your knowledge of the full range of products, and the opportunities and challenges created by evolving financial markets. Most importantly, your knowledge, gravitas and professional approach will ensure your clients buy into you. With their interests at the heart of your advice, you'll become their trusted advisor.
Your qualifications and experience:
You must be qualified to Level 4 (Diploma in Regulated Financial Planning). Ideally you'll already have, or be working towards, Level 6 but support may be available to complete this Advanced Diploma. Whether your background is in Independent Financial Advice, or with another bank or financial institution, pensions experience is essential.
You must also demonstrate a considered approach, with the ability to construct written reports and clearly explain options and potential outcomes.