Senior Financial Planning Consultant – Birmingham
Senior Financial Planning Consultant - Birmingham - Up to £70,000
An excellent opportunity for a professional Senior Financial Planning Consultant to provide independent financial advice to existing and potential new clients and to promote the services the company to professional connections
Job Role:
Meet existing potential clients, obtain full background information and advise appropriately.
Ensure that all client matters are dealt with efficiently, effectively and profitably.
Continue to meet all regulatory and departmental requirements.
Utilise resources available to develop team and fulfil line management responsibilities
Maximise opportunities from existing client bank and build relationships with other departments within the company.
Preparation of fee notes for presentation to clients.
Control Work In Progress
Control Debtors.
Experience Required:
Good technical knowledge with appropriate industry experience.
Must have strong interpersonal and people management skills.
Must be able to analyse client information and highlight requirements to make suitable recommendations.
Must be able to communicate recommendations in writing and produce appropriate suitability letters.
Must put clients' needs first and deal with efficiently.
To be profitable, must be commercially aware.
Must encourage effective teamwork within Personal Financial Planning section, and with Product Providers.
Must maintain high degree of technical awareness and keep up-to-date with technical developments and legislative changes.Please view www.idexrecruitment.com for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.