Descripción de la oferta
We are looking to hire an experienced Private Client Manager to work from one of our offices in France, Javea (Spain) and Cyprus.
As a leading wealth management company specialising in cross-border financial advice and planning, Blevins Franks continues to expand its services across Europe and the UK.
A Private Client Manager is responsible for reviewing the financial planning of our existing clients, ensuring they are kept on track, whilst continually building and maintaining robust, trusted client relationships.
Applicants must have at least five years’ experience working in the financial services industry, primarily within the investment advice and wealth management sector, with a good understanding of UK financial regulations and holistic financial planning. A Level 4 Diploma or international equivalent is a prerequisite to be considered for the role.
The Private Client Manager will need to carry out regular, thorough reviews with existing clients, ensuring the original tailored solutions remain appropriate as times and circumstances change. The suitable candidate for the role must be at least Level 4 (Diploma) qualified or international equivalent.
Full job description below.
The Private Client Manager will need to carry out regular, thorough reviews with existing clients, ensuring the original tailored solutions remain appropriate as times and circumstances change. The suitable candidate for the role must be at least Level 4 (Diploma) qualified or international equivalent.
Main Purpose of Private Client Manager (PCM) Role
Operate as a retail investment adviser in accordance with the rules and guidance of the UK’s Financial Conduct Authority (FCA), and any other regulatory body deemed appropriate by BFWML.
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.
Explain and document for clients and prospective clients the types of services that are to be provided, and the services for which they are authorised.
Key working relationships
Clients, Partners and the administration services.
Key responsibilities/duties
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 gathering 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 for clients information such as investment performance reports, financial document summaries and income projections.
Answer clients’ questions about the purposes and details of financial plans and strategies.
Contact clients periodically to determine if there have been changes in their financial status.
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.
Contact clients with news of new financial products or changes to legislation that may affect their savings and investments.
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.
Personal attributes
The PCM role demands a person with the following natural attributes in order to handle a diverse range of personalities, the range of activities and the stress of meeting deadlines.
Excellent interpersonal, listening and communication skills
Relationship builder
Accountability to clients
Determination
Flexibility
Reliability
Continual learner
The PCM role demands strong experience in regulated financial planning and a thorough understanding of how Blevins Franks works as an organisation. Therefore, a good PCM will have, and will be able to articulate a clear understanding of:
UK regulatory requirements in relation to financial planning.
The risks associated with financial planning; in particular, the relationship between client attitudes to risk and the suitability of financial solutions recommended.
The tax regime in terms of wealth and estate planning applicable for their market of operation.
The product providers we use and their product offering.
The value we deliver to clients.
The overall business goal of Blevins Franks.
The mode of operation of Partner PCM offices and how the support teams in Malta and London work with them.
The commercial pressures on Partners and the business as a whole.
Education, experience and qualifications
The mandatory professional standards required for this job are the following:
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.
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.
Minimum of 5 years’ experience in the financial services industry, primarily within the investment advice and wealth management sector.
Experience in dealing with clients with investable assets of between £1m and £5m.
Additional desirable professional standards for this role include:
Competent appreciation of the use of risk profiling and assessment tools, use and application of investment platforms and client management tools.
Experience in the use of computer applications such as MS Word/MS Excel and any other software applications as specified by BFWML.
Knowledge, and preferably experience, of the overseas investment market.
Candidate package
Full in‑house training provided, during which all reasonable expenses covered.
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