Employed Financial Planning Consultant

Recruiter
Elringtons Ltd.
Location
Stevenage, UK
Salary
Competitive
Posted
20 Apr 2019
Closes
22 Apr 2019
Ref
1129340475
Contract Type
Permanent
Hours
Full-time
Level of qualification
Qualified
Our client is highly respected and long established Wealth Management Company with a substantial HNW client bank in place. The MD is seeking to appoint an appropriately qualified Financial Planning Consultant to join the team in order to advise current clients and to develop successful advisory relations with potential new clients. The requirements of the company are listed thus:- Assess clients overall financial picture, understand their needs and develop a suitable financial plan. Generate leads and seize opportunities to work with professional introducers through active prospecting and networking Gather sufficient client information to "Know your customer", identify client needs and prepare suitable financial recommendations. Cultivate existing client base to generate further opportunities for referral and new business Actively seek opportunities for marketing and business development for follow up on a group or personal Meet company service charter standards and manage to client's requirements Attain and maintain competent status as defined by the Regulator and the Firm. Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the T & C procedures. Via self assessment and feedback, identify CPD needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs. This opportunity should be outstandingly attractive to any experienced Financial Planning Consultant who is looking to make a sound career move where every support is at hand to assist in the giving of first rate advice.

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