Connecting to LinkedIn...

Senior Consultant - High Net Worth Clients/Financial Services

Job Title: Senior Consultant - High Net Worth Clients/Financial Services
Contract Type: Permanent
Location: London, England
Industry:
Salary: £40000 - £55000 per annum + Commission
Start Date: ASAP
REF: N_F456_1547639274
Contact Name: Zivile Asanaviciute
Contact Email: cv@projectrecruit.com
Job Published: 9 months ago

Job Description

Our client, a multi award winning boutique financial management firm, is seeking to expand their existing team with the addition of a Senior Consultant with a transferable clientele and expertise in financial planning/portfolio management.

This is an exciting and challenging opportunity to work alongside highly skilled and forward thinking Financial Advisers who possess lots of experience in providing clients with a first-class holistic wealth management service.

Suitable applicants should have substantial experience in a senior level role and dealing with high net worth clients. The candidate should have a reasonable understanding of portfolio construction and asset allocation as well as previous experience to all areas of financial planning.

This is a key role focusing on developing the portfolio on a fee basis; therefore, you should be used to working in a fee charging practice and continuously strive to excel.

Key Requirements

  • Chartered/Advanced Diploma qualifications are desirable, with Diploma as a minimum
  • Previous experience in all areas of financial planning (investments, pensions, protection planning and corporate financial planning)
  • Experience in obtaining business from professionals
  • Strong communication skills, oral and written
  • Ability to work under pressure to meet specific targets and deadlines
  • Hardworking and professional attitude
  • Strong team ethic and willingness to go "the extra mile"
  • Willingness to learn and invest time to develop and maximise potential