Jobs

Published: 18th February 2020
Location
North West London, United Kingdom
Job Type
Salary
Up to £85,000

Description

Senior Consultant – Financial Management – up to £85k

 

My client based in North West London are currently looking for a Senior Consultant to join them within Financial Management. A well established company that are hard working and value communication and loyalty, are able to provide a solid career for their employees within a forward thinking, multi-award winning Company.

 

Someone who has substantial experience with high net worth clients and who has a transferrable client bank of circa £15m, used to working in a fee charging practice and would have consistently achieved high levels of new business fees, ideally £200,000 plus per year during the past 3 years.

 

Duties will include:

  • 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.

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.
  • Hardworking 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.
  • Reasonably experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning
  • A reasonable understanding of portfolio construction and asset allocation
  • Experienced in obtaining business from professionals

 

This is a challenging role, but they will provide the successful candidate with very opportunity to develop their career and success. Salary up to £85k depending on experience and qualifications.

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