|Job Title:||Financial Consultant|
|Description:||Financial Consultant - Leeds, West Yorkshire
We are currently looking for an experienced Financial Consultant to work for our Client, to be based in Leeds City Centre. This is a fantastic opportunity to work for one of the largest Accountancy practices in the world, within their Investment Management division.
The successful candidate will be responsible of maintaining a portfolio of clients and providing financial services to those clients. You will maintain client relationships and develop the relationships over time. Client work consists mainly of providing advice to individuals in terms of pensions, investments and financial planning. Certain roles will provide advice to companies regarding pensions, life assurance and employee benefits. This role has signing authority on regulated advice provided to Clients and is help accountable by the FSA. This role has responsibility for generating revenue and will be measured on both initial and retained revenue.
Your role will incorporate Client Relationship Management, Business Development, and People Management.
Client Relationship Management
You will actively work with Clients to develop strong Client relationships, deal with day to day queries relating to both new and existing business, analyse Client financial situations, identify needs and propose appropriate solutions to meet Client needs and objectives, develop client understanding of solutions and challenge inaccurate client perceptions, agree fee/commission structure with Clients, undertake regular review of fees with respect to budget and work performed, deliver advice to Clients in line with firm's view on asset allocation and panel, lead client presentations and client reviews, review technical reports and research from Assistant Consultants, review, approve and sign off technical reports and letters to Clients.
Provide input into business plan with Director and agree personal revenue targets, take ownership of revenue generation, work with Partners and Managers within the firm to identify and respond to potential opportunities, develop relationships with Partners in order to develop new business from those relationships, maintain a new business pipeline
Set clear targets for achievement and performance expectations/measures for Assistant Consultants, oversee jobs and tasks to ensure Assistant Consultants adhere to procedures to ensure company standard are achieved and to meet and exceed client expectations, manage performance of relevant Assistant Consultants, coach and develop Assistant Consultants, share expertise and provide guidance and feedback, prepare and manage training.
Experience working with High Net Worth clients (and corporate Clients as required) and a sound knowledge of relevant technical matters, experience of providing fee based advice or discretionary investment management, explain technical issues clearly and simply to clients, analytical and numerical ability, able to analyse and interpret data, evaluate data and make recommendations based on data and market trends, take personal responsibility for own professional development - maintains technical knowledge, Windows computer packages including Advisor Office (1st Software), Hindsight, Exchange, Microsoft Word, PowerPoint and Excel
The successful candidate will be ambitious and entrepreneurial with a professional attitude, confident and approachable, commercial acumen, self motivated and willing to work within a team and alone, sets high standards, strong written and oral communication skills, excellent people management skills, high attention to detail and accuracy.
You will have full understanding of the administrative procedures relating to the different categories of business, knowledge of financial products, firm services, issues regarding advice and regulation and risk management, all practices and disciplines including Investments, Corporate Pensions and Financial Planning, current and future knowledge of financial regulation and their developments.
This is a fantastic role and a great company to work for, who will reward accordingly for hard work and commitment. You must have AFPC or equivalent and have obtained CF21 (Investment Advisor) or equivalent.|
|Salary Range:||£48000 - £52000/annum £48,000|
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