Senior Consultant

Posted 12 January by Recruitment Connection

Senior Consultant

Central London

£High competitive basic + 1% bonus on funds converted to the company platform + on-going bonus and bens inc DIS, PMI and pension.

Information about the client:

  • My client is a long established Chartered Accountants and IFA;
  • They offer expert advice on all aspects of Investment planning and portfolio management, pre and post-retirement planning, IHT, Corporate financial planning, including employee benefits, and general Protection, i.e. Private Medical Insurance;
  • They offer a Discretionary Management Service to manage investments for clients;
  • They are seeking an additional consultant with experience of dealing with HNW clients, and who would like to help build a growing wealth management business.
  • You must be used to working in a fee charging practice and used to achieving high levels of new business fees. You should also be min Diploma level.

Requirements of the role as a Senior Consultant:

  • No clients are needed but they do need someone who can build on the business;
  • You will be handed some very good HNW clients and be introduced to the senior partners at a sister company for ongoing referrals;
  • You should possess a team ethic, and be confident dealing with a wide range of individuals including clients and other professionals.

Benefits of the role as a Senior Consultant:

  • Full paraplanning support is provided.

Ref: 4265

Required skills

  • Business Development
  • Financial Planning
  • Sales
  • Wealth Management

Reference: 30430195

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