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Private Client Chartered Consultant

Chartered Financial Consultant Belfast £40000 - £45000

Your new company
A leading financial services institution are seeking a chartered consultant to provide a first-class advisory and support service to clients and develop business relationships.

Your new role
• Develop business relationships with existing and new clients by providing appropriate advice and support
• Take instruction from manager in developing new business opportunities within the NI and UK market as well as promoting additional services to existing clients
• Organise prompt billing to ensure client fees are paid on a timely basis
• Complete timesheets daily and submit weekly in line with Company policy
• Ensure that all processes are adhered to and systems used in according to Company policy
• Ensure that your own (a) CII CPD requirements are kept up-to-date on a monthly basis and (b) your SPS is renewed annually
• Ensure that areas of development identified in T&C 1:1 meetings or through observations are addressed by appropriate and targeted CPD activities
• Attend and present at client meetings in order to aid business development
• Ensure all agreed service level agreements with clients are met
• Ensure that the Group’s high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times within the FCA Rules and Guidance
• Provide technically accurate and compliant answers to customer queries

What you'll need to succeed
• Level 6 Dip PFS
• A current SPS
• At least 5 years’ relevant and current industry experience
• Ability to demonstrate and prove a consistent record of quality client servicing, sales achievement and business growth
• Good understanding of marketplace and industry and current private and client trends/changes/issues

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Job type:
Banking & Financial Services
Financial Services
£40000- £45000
Apply Now

Talk to a consultant

Talk to Lauren Scott, the specialist consultant managing this position, located in Belfast

5th Floor, Donegall House, Donegall Square North, Belfast, BT1 5GB

Telephone: 02890446911
For 50 years we've used our expertise to help people transform their careers.

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