Job Description

An Associate Director must be a seasoned wealth management professional who has a proven ability to build a book and advise high-net worth clients on a broad spectrum of wealth management services.

Qualifications required

Educated to degree level or equivalent.

Minimum RQF Level 4 e.g. CII Diploma in Regulated Financial Planning or CISI Investment Advice Diploma or equivalent.

Master’s degree in Business Administration or Management preferred

Essential skills and experience

Wealth management or private banking experience with an ability to understand both adviser and client needs to generate new business opportunities.

You must approach your business with integrity, client focus and willing to follow the company’s mission statement.

You must be ethical with strong written and verbal communication skills.

You must be smart, entrepreneurial and driven with a passion to succeed.

You must be able to work autonomously with the ability to use your own initiative while having a support framework to point you in the right direction.

Key responsibilities

Contribute to the success of the business by developing and deploying client acquisition and client appreciation / loyalty strategies

Monitors and enhances the quality of advice provided by the advisory team

Responsible for managing the output and performance of the advisory team in line with our business goals and values

Actively seeks information and understanding of an adviser’s business. Takes responsibility for acquiring information

Implements and maintains systems to ensure that advisers meet our internal processes and adhere to the principles of good regulation

Ensures that advisers develop the knowledge and skills necessary to write, document and submit business within company guidelines and to required standards

Increase income for the business by generating new leads and business opportunities

Consistently comply with legislative, financial, procedural, and quality requirements

Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets as well as your own

Stay informed of the latest industry changes and updates, desire to continue self-development

Report where requested to Senior Management in a timely and effective manner

If you are interested in this role, please get in touch with IRC today 0207 692 5668 or