Corporate & Commercial Wealth Advisor in Milton Keynes - City Elite Transaction Services Ltd

Job Title: Corporate & Commercial Wealth Advisor

The Opportunity

An established UK bank is looking to add an experienced wealth adviser to its private client team, partnering closely with colleagues who look after business and commercial banking customers. You'll take on a book of affluent and high-net-worth individuals, becoming their go-to person for investment guidance and wider financial planning.

What the Job Involves

• Looking after a portfolio of affluent clients, building relationships that last and encouraging clients to bring more of their banking to you
• Hitting personal growth and service targets while making sure every client interaction feels first-class
• Spotting changes in a client's circumstances or goals and adapting your advice accordingly
• Giving fully regulated advice on investments and financial products
• Staying on top of markets, products and planning strategies so your advice is always current
• Keeping thorough, compliant paperwork and records throughout

Background We're Looking For

• Recent hands-on experience giving regulated investment advice
• Solid grasp of how wealth planning and investment strategy works for wealthier clients
• Wide-ranging knowledge of financial markets, products and the planning industry generally
• Some exposure to risk and controls within a private client, business banking or investment advice setting
• A Level 4 investment qualification as a minimum requirement
• Confident communicator who can build rapport and influence outcomes
• Comfortable working in a business that's constantly evolving

Package

• Above-market holiday entitlement, with the ability to buy extra days
• Allowance towards a car
• Medical cover for you, paid for by the employer
• Death-in-service and income protection cover, with optional extras available
• Ability to buy into the company's employee share scheme
• Broad well-being support (physical, mental, social, financial)
• Enhanced leave for parents and support at other life stages
• Paid volunteering time
• Career progression within a large employer with an international footprint