PLATINUM PARTNERS Salary

Rating of the company

NETHERALL FARM NETHERHALL ROAD ROYDON CM19 5JP ENGLAND

TIN: 11426850

Rating of the company

PLATINUM PARTNERS
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Responsibility

foster long-term relationships with new clients, offering strategic wealth planning over their lifetimes
embrace specialisation, offering a personalised service to a select clientele and delving deep into their distinct needs
collaborate with the business to develop a comprehensive business plan, ensuring a structured approach with optimal resource allocation
communicate effectively with colleagues, promoting a proactive stance to achieve client objectives
sustain industry, market and technical knowledge to uphold the trusted adviser status with private clients
maintain adherence to regulatory obligations while continually focusing on self-improvement
strive to attain a trusted adviser status, positioning yourself at the core of each private clients' financial affairs and managing relationships with key stakeholders including trustees, custodians, lawyers and accountants
key Characteristics

Requirements

demonstrable experience in catering to specialist High Net Worth and Ultra-High Net Worth clients
proven success in building a high-quality client portfolio with specialised clients and substantial assets under management
evident business development and professional network, resulting in successful client introductions
ability to function effectively both independently and collaboratively
proficiency in oral, written and numerical communication, enabling the clear and concise explanation of complex information tailored to private client needs
exhibit relevant industry, market and technical expertise to provide appropriate strategic advice
ideally hold a Level 4 qualification with a clear path towards achieving Chartered status
vacancy posted 12 days ago

Average salary in this position

Average salary in this position in the country

5000 £

-35%

3281 £

2950 £

5000 £