Finstech

Private Client Manager – Bergerac, France

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Job Description

Our client is an award winning Tax & Wealth Management organisation with offices in the UK and across Europe. They are experts in tax, estate planning, pensions and investment management for British expatriates, and are looking for a Private Client Manager to bolster their operation in their Bergerac, France office. The role is to operate as a retail investment adviser in accordance with the rules and guidance of the FCA and any other regulatory body and recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills.

What’s on Offer?

  • €65,000 basic plus performance related bonus.
  • 5 weeks holiday
  • Non-contributory pension scheme
  • 3 x final salary life assurance cover
  • Relocation expenses up to €5k
  • A professional and achievement orientated environment suitable for high performers.
  • Full in-house training provided, during which all reasonable expenses covered.

Responsibilities

  • Establish and record clients’ current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Guide clients in the gathering of information relevant to the construction of a financial plan, such as bank account records, income tax returns, life and disability insurance records, pension plan information and wills.
  • Analyse client information and investigate available investment opportunities to determine conformity with the client’s financial plans
  • Determine strategies for meeting clients’ financial objectives and recommend plans best suited to individual client’s requirements.
  • Implement financial planning recommendations.
  • Prepare and interpret information such as investment performance reports, financial document summaries and income projections for clients.
  • Review clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
  • Build and maintain client databases, keeping current client plans up-to-date.
  • Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
  • Maintain and extend their own professional standards by keeping up to date with financial products and legislation.
  • Meet the professional, regulatory and ethical aspects of the role and treat all clients fairly at all times.
  • Establish and develop a network of referrals to support the recruitment of new clients on an ongoing basis.
  • Balance referral activities, customer follow up, prospect building, and administrative tasks in an effective and organised way.

Requirements

  • Qualified at least to Level 4 in Regulated Financial Planning – i.e. having achieved a benchmark qualification that meets the standards required for those giving professional advice on retail investment products.
  • Able to demonstrate a proven track record, as measured by the achievement of competence status in a financial advisory role and performance against agreed standards.
  • Already an FCA-approved Person (CF30) or, if not, capable of satisfying the fitness and propriety requirements in order to be approved.
  • Minimum of 5 years’ experience in the financial services industry, primarily within the investment advice and wealth management sector.
  • Experienced in dealing with clients with investable assets of between £1m and £5m.
  • Competent in the use of risk profiling and assessment tools, use and application of investment platforms and client management tools.

Bonus Points

  • A relationship builder with excellent interpersonal, listening and communication skills
  • Someone who is responsible and happy to be accountable to clients
  • A determined, tenacious self-starter with a determination to succeed.
  • A quick learner who is reliable and flexible

Job Summary

wave-1-bottom
Bergerac, France Location
Full Time Job Type
Salary €60k - €65k
Finstech

About

We're unique in the markets that we operate in because we’ve worked in, worked for, or had working for us the roles that firms are looking to recruit.
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Contacts

6 Heathercroft Road Email: jobs@finstech.co.uk Phone: 07703 017160

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