Wealth Manager - Oxted

Basic Salary 80k + Bonus + Hybrid Working
Ref: 368 Date Posted: Thursday 30 Nov 2023

Top reasons to work for this client:

  • Basic salary £80k per annum.
  • Personal bonus.
  • Hybrid working.
  • Be part of a highly respected and experienced team, where people really do come first.
  • Genuine opportunity to shape and influence this growing Wealth Management Business.
  • Focus on long term trusted client relationships working with diverse portfolio of HNW clients.
  • Building bespoke investment propositions and developing the inhouse investment offer.
  • Office based in Oxted, Parking, Pension, 25 days holiday, Healthcare.
  • Mon to Fri 8.30am-5.30pm (flexible on finish time).

Core responsibilities will typically include:

  • Onboarding new clients, evaluating transferred portfolios.
  • Business development activities, qualifying potential new clients.
  • Responsible for the ongoing restructuring and evaluation of client investment portfolios.
  • Conducting periodic client reviews to ensure client records are compliant.
  • Establishing rolling client review schedules, including the review of ISAs and Capital Gains Tax positions.
  • Undertaking trades, followed-up by letter or email correspondence to clients.
  • Augmenting and maintaining investment research records.
  • Monitoring debit account positions, liquidity considerations, income payments & client fees.
  • Review of corporate actions and their implementation on client accounts
  • Dealing with internal business requests for information and keeping client files up to date.
  • Coordinating with the Financial Planning team and administration team, in branch and HO.

Expected Qualifications, Skills & Experience:

  • Demonstrable experience in a similar role within Investment Management.
  • Qualified to a minimum level 4 Diploma Investment Advice (CISI / equivalent industry body).
  • History of FCA Authorisation to give investment advice.
  • Established client portfolio and network.
  • Demonstrable evidence to support the investment decisions (corporate or personal).
  • Seeking a varied role, with a natural ‘sleeves rolled up’ approach.
  • Innately organised, outstanding time management skills.
  • Proficient with MS Office.
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