About the Role:
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We are seeking a skilled and knowledgeable Private Clients Consultant to join our team. As a trusted adviser, you will work closely with clients to understand their financial goals and develop tailored solutions to meet their needs.
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Key Responsibilities:
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* Conduct thorough reviews of clients' financial situations to identify areas for improvement
* Develop and implement comprehensive plans to achieve clients' financial objectives
* Provide expert guidance on pensions and wealth management
* Build lasting relationships with clients through exceptional communication and interpersonal skills
* Collaborate with internal stakeholders to deliver effective marketing activities and communications
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Requirements:
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To succeed in this role, you will need:
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* A strong background in financial advice, including a QFA qualification
* Excellent organisational skills, with the ability to manage time and projects effectively
* Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
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