Saunderson House is a professional firm of wealth managers based in the City of London. We are committed to providing objective and comprehensive advice to private clients, charities, trusts and family estates. The firm, which has ambitious growth plans, was established in 1968 and currently has more than £5 billion of funds under its advisory management. We have grown rapidly over the last few years and now have over 200 employees.
Provide Saunderson House clients with outstanding financial advice on investments, cash flow planning, pension planning, inheritance tax and estate planning
Support Client Relationship Manager to set and execute client relationship strategy and be accountable for delivering revenue targets
In conjunction with the Client Relationship Manager, develop and maintain strong relationships with clients actively working as a Saunderson House ambassador promoting the Saunderson House client value proposition and driving engagement and positive client outcomes
Be a brand ambassador for Saunderson House and actively promote all services
Always comply with the regulatory and legal environment
Knowledge and Qualifications
Degree or equivalent qualification
To hold CF30/Certified status
To be a Chartered Financial Planner
Results-proven track record of exceeding goals
Proven track record of taking responsibility for ensuring delivery of outstanding service to clients
Proven track record of effectively communicating with clients and resolving client queries
Evidence of active participation in client meetings
Where appropriate evidence based examples of leadership and development of people
Some of the attractions of working at Saunderson House are:
Flexible and autonomous approach to working
Friendly, professional and inclusive working environment
Discretionary bonus and excellent benefits.
Diversity and Inclusion
Saunderson House is committed to creating a diverse environment and is proud to be an equal opportunity employer. We are committed to recruiting and maintaining a diverse workforce irrespective of race, age, gender, sexual orientation, disability, religion or belief.