Private Client Financial Adviser

Job Title: Private Client Financial Adviser Industry: Financial Services Location: Cirencester Salary: Up to £50,000 Reference Number: 14511 Job Description: Recruit UK are working on an excellent opportunity for a Private Client Financial Adviser in Cirencester to join an award-winning firm. Supported by the Senior Financial Planning Consultants in the Advice team, you directly own and are the key decision-maker in structuring bespoke financial advice solutions for clients through the Partner, to ensure they are fully supported to acquire, advise and successfully service new (and existing) Private Clients. This requires a current and extensive knowledge in the fields of taxation, investment and retirement planning; as well as in-depth knowledge of tax and estate planning solutions. Partner and client interaction form’s a part of the role; therefore, you are required to directly influence others as well as the advice outcome. Responsibilities:

• Responsible for providing effective specialist technical advice and skills to support the clients.
• Accountable for bespoke one-to-one support. This is a significant part of the role and will involve offering specialist tax and technical advice.
• Key decision maker on how and where funds are invested; the investment structures to be used; and the most appropriate tax wrappers to mitigate income, capital gains and inheritance tax.
• The offering advice guidance and technical skills within the Wealth Management/Private Client arena. This may include holding bespoke one-to-one case review sessions to influence the outcome and secure new clients.
• As part of a wider Private Client Division, to contribute to the development of the Private Client Proposition – a dedicated team supporting HNW clients.

  What’s in it for you:

• Car allowance
• Discretionary Bonus
• Flexible working opportunity

  In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefits package including a non-contributory pension, private medical insurance for you and your family, life assurance, equity participation opportunities, and an attractive holiday allowance, to name but a few.   Skills and experience required:

• The role requires expert knowledge around tax and trust planning markets and the appropriate advice solutions. It will also involve supporting Private Client Wealth Management Consultant colleagues with more complex cases as and when required.
• At least five years’ relevant experience within financial services. Self-motivation is key for effective diary and case management – while the role is primarily Cirencester based it will involve occasional travelling to present the advice to the client. This may include staying overnight in a hotel.
• Qualifications: Chartered or very close to obtaining chartered status.

  About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an award-winning firm based in Cirencester on a Private Client Adviser role.   Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.