Private Client Consultant

Posted 17 October by MB Fitzgerald
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Due to continued increasing business levels, a leading national wealth management organisation is seeking to add an additional Private Client Consultant to its London based team.

This multi-award winning financial advisory practice will provide you with clients and on-going new business leads, alongside a number of other business streams to utilise. You will have access to funds under management, and pre-existing policies to pick up on immediately. If you have existing clients and funds that are transferable, then they will be taken care of with a modern and comprehensive financial planning model, supported by a technical team of Private Wealth Administrators and in-house Compliance personnel.

The core responsibilities of the role will be to offer expert Financial Planning and Wealth Management advice to a wide range of existing corporate and individual clients, as well as developing new and existing professional connections in order to generate new clients and referrals. Existing professional connections predominantly lie within the Medical, Legal and Accounting sectors and paramount importance is placed on maximising opportunities through these relationships.

You must have a high level of technical product knowledge and be Diploma level qualified. If you are studying towards Chartered status, this would be seen as advantageous. You will have knowledge of Investments, Pensions, and associated Life and Protection products, and be able to deal with HNW individuals. Just as importantly, you must be professional and credible, with proven relationship management skills.

This a first class opportunity to work for one of the industry’s leading brand names who can provide a highly competitive remuneration package and excellent benefits package along with ongoing support towards relevant market qualifications.

Reference: 29471627

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