Private Client Advisor - Yorkshire - Circa £60,000 + Commission

Location: Yorkshire

REF Code: 878269
Contract Type: Permanent

Our client, a well respected Asset Management organisation which provides financial and investment management services for private individuals and institutional clients and their advisers is looking to recruit a Private Client Advisors due to expansion to cover Leeds, Doncaster and York. This particular part of the business concentrates on the sales of managed investment solutions to new and existing clients through both the direct mail channel. As a Private Client Advisor you will be responsible for promoting and selling the company and its financial solutions to these affluent clients who will typically have £100,000 to £3 million worth of investable assets. There is a team set up that generate and source all leads and arrange appointments for the Client Advisors so this is purely a sales driven role. You will be responsible for establishing contact with potential clients, through provided meetings, reviewing existing clients’ circumstances and addressing as appropriate. In all cases, obtaining the required information to enable a full analysis of the clients’ needs to be conducted; constructing appropriate solutions to the principles of best advice; product reports and recommendations to the firm’s standards and implement solutions agreed with clients. Ensuring that a first class service is provided whilst operating at all times within the Rules of the FSA. You will also ensure that all associated administration is completed in an effective manner to meet the firm’s record keeping and file quality requirements, including monitoring all cases of outstanding compliance within his/her remit. It is a busy, targeted environment and they are looking for strong and proven top sales performers in the private client arena. Ideally you will be CF30.

Job search

Enter the job you would like
followed by the location and click search

Sector	Select Sector Accounting/Finance Asset Management Commercial Banking Corporate Banking Compliance Financial Markets/Treasury Fund Accounting Private/Wealth Management Risk Management Trusts/Fiduciary
Location	Select location Cyprus Dubai Gibraltar Guernsey Isle of Man Jersey London Midlands North East North West Scotland Singapore South East South West Switzerland Wales Yorkshire
Advanced search