Private Wealth Managers.

About the role

Our Private Wealth Managers deliver high-quality and trusted advice to our high net worth clients and their families, providing holistic guidance to help them make the right financial decisions for their needs. In this role, you’ll work with a range of clients to design and implement asset allocation strategies and financial plans that fit their unique circumstances and help them achieve their objectives within their specific level of risk tolerance.

As a Private Wealth Adviser at Chase Buchanan, you will benefit from a diverse product range, full administrative support, and all the tools you need to develop your current and future business, with the advantage of the strongest regulatory backing and an unrivalled reputation for excellent client service delivery.

Responsibilities

• Provide strategic advice across a variety of financial products and services.
• Assess clients’ overall financial situation, understand their needs, and develop a solid financial plan that delivers their objectives.
• Guide clients towards profitable and secure financial decision-making.
• Keep abreast of new industry trends and research the market to back up financial consulting.
• Oversee the delivery of the agreed financial plan, reviewing and updating it if and when necessary.
• Ensure all advice and actions comply with industry rules and regulations.
• Proactively seek out and nurture new prospects, clients, and professional intermediaries.
• Respond to and follow up sales enquiries by telephone, email, and personal visits.
• Build profitable, long-term relationships with prospects and clients by understanding their financial needs and delivering appropriate solutions.
• Provide ethical and quality advice following procedures set out in the Advisers’ Handbook.
• Ensure all sales and regulatory data is accurately recorded and presented in a timely manner.
• Prepare client recommendations.
• Provide regular portfolio performance updates and financial reviews for clients.
• Participate in marketing activities such as golf days, exhibitions, and seminars.
• Liaise and attend meetings and other company functions necessary to perform duties and aid business and organisational development.
• Attend training meetings and courses where required to develop relevant knowledge and skills.

Requirements

• Ideally possess a Level 4 Diploma for Financial Advisers and/or 5 years’ experience providing financial advice, ideally within the offshore financial market.
• Other qualifications within the Finance, Pensions, or Insurance industries will be considered.
• Proven track record as a Financial Consultant with relevant experience.
• Fluent in spoken and written English.
• Strong verbal and written communication, negotiation, and presentation skills.
• Able to analyse quantitative financial data and provide appropriate data-based advice.
• Attention to detail and accuracy with strong organisational and multitasking abilities.
• Solution-oriented with strong problem-solving skills and the ability to explain complex information clearly and simply.
• Excellent IT skills and familiarity with using social media.
• Self-motivated and driven to succeed with a passion for networking and acquiring new business.
• Willingness to take the initiative and demonstrate creative thinking.
• Reliable with a strong work ethic.

The role ideally suits experienced UK Financial Consultants or those with experience advising UK/EU expatriates.

Benefits

• Market-leading commission rates with additional annual bonus tiers.
• Support with the transfer of your existing business and help building ongoing income.
• MiFID-regulated with a license to operate in the UK, EU, Canada, and Indonesia, including branch locations internationally and the opportunity to work remotely.
• Diverse product range with flexibility to handle even the most complex financial situations.
• Training and mentoring to give you a competitive edge.
• Excellent back office support and a central administration team to minimise your admin workload.
• Ambitious company with substantial growth plans and opportunities for career advancement.

Where we differ from most competitors is that we are a value-driven wealth management business with a strong culture of ethics deeply embedded in everything we do. We have an unwavering belief in serving clients based on integrity, exceptional service, and quality of financial advice.