Private Client Manager

Our Private Client Managers carry out regular thorough reviews with existing clients to make sure the original tailored solutions remain appropriate as times and circumstances change. Suitable candidates for our offices across France, Spain, Portugal, Cyprus and Malta must be at least Level 4 (Diploma) qualified or international equivalent.
Main Purpose of Private Client Manager (PCM) RoleOperate 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 BFFM.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 relationshipsClients, Partners and the administration services.Key responsibilities and dutiesEstablish 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 plansDetermine 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 attributesThe 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 skillsRelationship builderAccountability to clientsDeterminationFlexibilityReliabilityContinual learnerThe 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 qualificationsThe 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 BFFM.Knowledge, and preferably experience, of the overseas investment market.Candidate packageFull in-house training provided, during which all reasonable expenses covered.Solid basic salary plus bonus.If you're interested and qualified for the role, please use the form below to enter your details and upload your CV and a cover letter. Apply for this job
Name * First Name * Last Name * Email * Telephone * 0 of 15 max characters Country of Residence * Accepted file types: doc, pdf, Max. file size: 50 MB. Upload CV * Accepted file types: doc, pdf, Max. file size: 50 MB. We want people to be able to easily access and understand the information we provide, so if you need further help to access information on this website or key documents in a different format or setting, please contact us via your Blevins Franks adviser, by email via ****** or by phone on +44 (0)20 7389 8133. Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. Blevins Franks France SASU (BFF), is registered with ORIAS, registered number 07 027 475 to provide advice in France and other EU countries in line with its [IDD] passporting permissions, and authorised as 'Conseil en Investissements Financiers' and 'Courtiers d'Assurance' Category B (register can be consulted on www.orias.fr ). Member of ANACOFI-CIF. BFF's registered office: 1 rue Pablo Neruda, 33140 Villenave d'Ornon – RCS BX 498 800 465 APE 6622Z. Garantie Financière et Assurance de Responsabilité Civile Professionnelle conformes aux articles L 541-3 du Code Monétaire et Financier and L512-6 and 512-7 du Code des Assurances (assureur MMA). BFFM, BFWML, BFF and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML, BFF and BFFM for respective use in the EU and UK.
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