Financial Planning Consultant

Recruiter
Elliott James Recruitment
Location
Cheltenham Trade Park, UK
Salary
Competitive
Posted
22 Feb 2019
Closes
22 Feb 2019
Ref
1081235266
Contract Type
Permanent
Hours
Full-time
Level of qualification
Qualified
Financial Planning Consultant Cheltenham 45k-60k with an excellent benefits package A fantastic opportunity to join the financial planning team at a highly successful global accountancy practice. The role of the Financial Planning Consultant is to provide whole of market financial planning advice to existing clients and prospects of the firm. A fantastic career move for a Diploma qualified financial planner who is keen to join a market leading Cheltenham team. Responsible for an annual revenue target Meet client expectations in accordance with the firms terms of engagement Meet agreed client service objectives within timescales and budgets Identify & implement effective financial planning strategies & employee benefits solutions Manage the client review process and ensure that all clients are met and serviced in accordance with the services schedule as set out in their terms of engagement Effectively build, control and manage portfolio of clients Control clients' revenue streams through effective and timely billing Conduct technical, product and client research Produce well-structured reports and letters Ensure that all advice is based upon an understanding of clients' aspirations, attitudes and objectives Ensure an understanding of each client's understanding of, and attitude to, investment risk, using the appointed risk profiling questionnaire Ensure that all client work is completed within the compliance framework Achieve and exceed annual revenue targets Develop sustainable client relationships Identify new business opportunities Experience Level 4 Diploma Qualified Previous experience in a Financial planning role A confident communicator with strong networking ability If your skills and experience match this role, please forward your CV in a word format Elliott James Recruitment is acting as an Employment Agency in relation to this vacancy

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