Chartered Consultant - Private Clients Level 6

Posted 10 October by Brook Street
Easy Apply

Brook Street (UK) Limited is delighted to be working on behalf of our Belfast client to recruit an experienced Chartered Consultant on behalf of a well-established financial services firm in their Belfast office.

Our client is has been in operation for a numbers of years and are continually growing and they are now keen to add to their expanding team.

The Chartered Consultant would be responsible for providing a first-class advisory and support service to clients and develop business relationships

* Meeting personal revenue targets
* Developing 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
* 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
* Oversee the creation, recording and updating of customer data and the production of appropriate output to ensure relevant customer records are accurately maintained
* Oversee the preparation and delivery of all relevant documentation
* Product and Market awareness maintained to ensure that all legislative & procedural changes are complied with and to maximise business opportunities

Essential Requirements:

* 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
* Ability to demonstrate sales achievement and business growth
* Good understanding of marketplace and industry and current private and client trends/changes/issues

Please send CV via the apply link

Required skills

  • Chartered Consultant

Reference: 39109197

Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.

Report this job