Jobs

Published: 9th April 2021
Location
North London, United Kingdom
Job Type
Salary
Up to £85,000

Description

Senior Financial Consultant – Financial Management – Up to £85k

 

Our client based in North 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.

Apply
Drop files here browse files ...

Related Jobs

Assistant IT Manager   South West London, United Kingdom
9th April 2021
Finance Business Partner   London, United Kingdom
5th April 2021
Are you sure you want to delete this file?
/