Senior Financial Consultant

60000.00 - 80000.00 GBP Annual + GBP60000 - GBP80000/annum
07 Mar 2017
21 Mar 2017
Contract Type
Full Time
Senior Financial Consultant??????

Hours of Work: 9.00 am until 5.30 pm with one hour for lunch. However, on occasion some flexibilit??????y may be required depending on the nature of the position.

Job Role:

We are seeking to recruit a Senior Financial Consultant?????? who has substantia??????l experience?????? with high net worth clients and who has a transfera??????ble client bank of circa GBP15m.
The consultant?????? will be used to working in a fee charging practice and would have consistent??????ly achieved high levels of new business fees, ideally GBP200,000 plus per year during the past 3 years. The consultant??????s will be targeted with moving their clients into the Discretion??????ary Service as well as in the developmen??????t of new business at NLPFM with their own clients and Business Introducer??????s. They will need to be experience??????d in all areas of financial planning and have achieved at least Diploma Status with the aim of becoming Chartered within 2 years.

Key Tasks and Responsibi??????lities:

*Looking after and developing?????? their portfolio of clients on a fee basis.
*Seek and develop new external business opportunit??????ies.
*Provide technical support for the business, as required

Technical Knowledge:-

*The Senior Financial Consultant should be reasonably?????? experience??????d in all areas of financial planning covering investment??????s, pensions, protection?????? planning and corporate financial planning
*The candidate should have a reasonable?????? understand??????ing of portfolio constructi??????on and asset allocation??????, although this responsibi??????lity will lie with the NLPFM Investment?????? Committee.??????
*The candidate should be experience??????d in obtaining business from profession??????als.

Skills Required:-

*An ability to meet clients' expectatio??????ns and provide them with a regular comprehens??????ive level of service along with the ability to develop new business.
*Hardworkin??????g and prepared to go the "the extra mile" to ensure that work is done on time and at a high standard.
*High attention to detail.
*Comfortabl??????e preparing letters and reports.
*Able to work under pressure to meet specific targets and deadlines. ??????
*Possesses a team ethic and prepared to assist others.
*Well-spoken and confident dealing with a wide range of individual??????s including clients and other profession??????als.
*Prepared to learn and invest time to maximize their potential. ??????

Senior Financial Consultant- Greater London 60-80K