Job Title: SENIOR FINANCIAL PLANNING CONSULTANT (UHNW)
Reference:AJB JB WM 115
Date: 28 Jan, 2019
Assignment Profile:Our client is an award winning and well-healed advisory and discretionary management business, which provides investment, pension and protection planning advice to both corporate and individual clients. The firm has an experienced team from a range of professional backgrounds, who are passionate about client service, where they employ a structured approach that ensures regular communication with clients so that financial planning remains a priority. The firm has a history of working closely with many other financial institutions to provide innovative solutions and value added to client outcomes. Main Purpose of Job They are seeking to recruit a senior consultant who has substantial experience with high net worth clients. The successful consultant will be 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 You will be targeted with new business, the development of business introducers as well as moving clients into the Discretionary Service. They will need to be experienced in all areas of financial planning and have the objective of becoming Chartered within 2 years, if not already qualified Key Tasks and Responsibilities The candidate will be responsible for the following: • 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. • Taking workshops when required.
Candidate Profile: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 Birchwood Investment Committee. The candidate should be experienced in obtaining business from professionals. Skills Required The required attributes can be summarised as follows: • 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. • Prepared to learn and invest time to maximize their potential. Summary This is a challenging job where we will provide the successful candidate with every opportunity to develop their career in our forward thinking company.
Consultant: Jonathan Banjo
Consultant Email: firstname.lastname@example.org
Salary:Circa £60-90,000 Plus Benefits
If you feel you are a suitable candidate for this position please contact Jonathan Banjo