Private Client Consultant

Recruiter
Brook Street UK
Location
Belfast
Salary
£30000 - £40000/annum
Posted
07 Jul 2017
Closes
06 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Brook Street are currently recruiting on behalf of one of our clients for an IFA ( Private Client Consultant, ) the applicant recruited will be responsible for providing a first-class advisory and support service to clients and to develop business relationships

Our client is a very well known and respected firm located in South Belfast

The role will require you to provide a first class financial advisory and technically competent service to key private clients, addressing all relevant aspects of their financial affairs; you will strengthen and develop business relationships with other professional organisations.

Key Duties:

* Ensure personal revenue target met
* Develop business relationships with existing and new clients
* Take instruction from manager in developing new business opportunities
* Promoting additional services to existing clients
* Prompt billing to ensure client fees are paid on a timely basis
* Complete timesheets daily and submit weekly in line with Company policy
* Ensure that all processes are adhered to and systems used in according to Company policy
* Ensure that areas of development identified and addresses
* Attend and present at client meetings in order to aid business development
* Ensure all agreed service level agreements with clients are met
* Provide technically accurate and compliant answers to customer queries
* Oversee the creation, recording and updating of customer data
* Ensure the production of appropriate output to ensure relevant customer records are accurately maintained
* Oversee the preparation and delivery of all relevant documentation

Qualifications/Experience

* QCA IV / 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, sales achievement and business growth
* Good understanding of marketplace and industry and current private and client trends/changes/issues

Salary will depend on experience and will be in the range of £30,000 to £40,000 per annun

Please send CV via the apply link