About Us Craven Street Wealth is an award-winning Chartered financial planning and wealth management firm, helping individuals, families and businesses make confident financial decisions.
We combine expert advice with a personal approach, building long-term relationships that help our clients achieve their goals. With offices across London and the South of England, our teams work collaboratively to deliver outstanding service and tailored financial planning solutions.
As part of Quanta Group, we're backed by the strength of a wider financial services group that includes Wealthtime and Copia Capital. While each business operates independently, we share a commitment to delivering excellent client outcomes, supporting our people to grow and creating an environment where everyone can thrive.
We know that our success comes from our people. That's why we're committed to creating a supportive, collaborative culture where everyone can develop their skills, contribute ideas and build a rewarding career.
About The Role To work alongside and support the advisory team in promoting and delivering excellent financial planning advice to new and existing clients, in line with the company’s strategy and supported by the Technical and Advice Reporting, Client Services and Client Processing teams.
The role will involve significant responsibility for preparing for client meetings, ensuring follow ups are delivered in a timely manner and with a high level of accuracy with the ability to provide and/or sign off the advice independently where required as well as supporting growth by developing an individual client bank.
Key Responsibilities Client Service Delivery
Support the advisory teams in developing and delivering a client service strategy that ensures existing clients are managed to the highest standards.
Support Senior Financial Planners and Financial Planners to ensure clients receive good value from our service, assisting with quality control so that all client work and supporting documentation meets the highest standards.
Where appropriate, engage directly with clients to build trusted relationships.
Achieving Good Client Outcomes
Support the advisory teams in delivering a consistently high-quality service that drives client engagement and keeps attrition low.
Proactively help ensure every client receives a positive experience and take appropriate action to support good client outcomes.
Deliver client work to advisory teams in a timely, effective and efficient manner, with a high degree of accuracy.
Accurately undertake the implementation of client advice.
Working as a Team
Work collaboratively with the Technical and Advice Reporting, Client Services and Client Processing teams
Demonstrate and promote CSW’s values and behaviours throughout the
organisation.
Work closely with colleagues to ensure all clients receive excellent service and agreed service-level agreements are met.
Prepare proactively for regular one-to-one meetings and actively seek opportunities to develop experience and competencies.
Service Development
Participate in and support key projects and practice or technical initiatives across the business as required.
Provide constructive feedback on new and existing processes to support their
ongoing development.
Conduct
Act as a brand ambassador for CSW, promoting our services, values and behaviours to support good client outcomes and meet conduct responsibilities.
Maintain appropriate continuing career development (CPD).
Read and understand all technical research and legislative or regulatory updates provided by internal departments.
Maintain up-to-date technical knowledge and ensure all work complies with the relevant regulatory and legal requirements.
This isn't an exhaustive list and responsibilities may evolve over time to meet the needs of the business.
About You Specialist Skills, Qualifications and Experience: Essential
Diploma in Regulated Financial Planning. The Diploma requires 100 CII credits through completion of the six compulsory units R01–R06.
Commitment to self-study to become a Chartered Financial Planner.
Desirable
A relevant degree
Skills And Knowledge
A client-centric approach, with a commitment to understanding clients’ needs and delivering consistently positive outcomes.
Excellent written and verbal communication skills.
A collaborative team player with a proven track record.
A positive attitude and a resilient, flexible approach.
Approachable and available to colleagues and clients.
Acts with honesty and integrity.
Willingness to participate in the wider activities of the business.