Senior Consultant

Salary circa £50k plus DIS, discretionary bonus

Boutique financial planning business based in North London is looking for a Senior Consultant
who has substantial experience with high net worth clients and will be familiar working in a fee charging practice.
The successful person would be CF30 qualified and be experienced in all areas of financial planning, including achieving diploma status with
the aim of becoming chartered in 2 years.

Key Tasks and Responsibilities

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

Technical Knowledge

The candidate should be reasonably experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning. The candidate should have a reasonable understanding of portfolio construction and asset allocation, although this responsibility will lie with the NLPFM Investment Committee. The candidate should be experienced in obtaining business from professionals.

Skills Required

• An ability to meet clients’ expectations and provide them with a regular comprehensive level of service along with the ability to develop new business.
• Hard-working 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.
• Comfortable 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 individuals including clients and other professionals.
• Prepared to learn and invest time to maximize their potential.

Hours: 9-5.30pm Mon-Fri

Job Summary

Job Title Senior Consultant
Location London,Greater London
Job Type Permanent
Salary £55k
Last Updated 05/09/2018
Reference SF41957
Apply now
Apply Now

Apply now

If this looks like the ideal job for you, we’re just going to need a couple of details.

Apply Later

Apply later

Need to give your CV a once over, or check in with your referees?
Not a problem! Pop in your email and we’ll send you a link so that you can easily find this listing later.