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8 months ago
Additional Resources Ltd
Salary: £65000 Per Annum
Location: London
Job type: Permanent
Contact: David
Category: Finance Office Jobs
Senior Consultant Financial Planning - London NW3

Salary: Circa £65K plus new capital bonus

Key Words: Senior Consultant, Financial Planner, Financial Management, Financial Consultant, Investment consultant, corporate financial planner.

The Company

The Company provide a unique, individually tailored service, providing advice ranging from investments through to pensions, tax and estate planning and more.

The Role

Our client is looking to appoint a senior consultant who has substantial experience with high net worth clients and has a transferable client bank of circa £15million. The successful candidate will be targeted with moving their clients into the Discretionary Service as well as development of new business with their own clients and business introducers. They will need to be experienced in all areas of financial planning and have achieved at least Diploma Status with the aim of becoming chartered within 2 years.

Essential Requirements:

• Ability to meet clients’ expectations, providing comprehensive level of service.
• Experienced in Financial Management
• Development of clients portfolio on a fee basis
• High attention to detail
• Ability to work under pressure to meet specific targets and deadlines
• Well-spoken and confident in dealing with a wide range of individuals including clients and other professionals
• Diploma Status in financial management
• Proven experience in obtaining business from professionals
• Possess a team ethic and prepared to assist others

Benefits of the role:

• Competitive salary, depending upon experience
• Career development
• Working for an Multi award winning company

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003

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