Aston Charles Ltd
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

A highly respected financial practice based in the heart of Essex is currently looking for an experienced and proven Independent Financial Consultant to join its successful team.

The company is looking to hire a Consultant that will provide whole of market financial advice to its existing key clients, including high net worth and ultra-high net worth individuals. This position has arisen due to the natural organic growth of the company. The business boasts a wealth of expertise and a highly successful team of financial professionals who employ a proactive strategy which enables them to deliver a highly competitive service.

This firm is a leading financial planning specialist that offers a wide range of practical wealth-building and protection solutions, as well as investment and tax planning strategies for business owners and private clients. Building strong and long-lasting client relationships and understanding their different needs, lifestyles and financial aspirations, is at the heart of everything the company does.

You will be provided with clients and ongoing potential new business leads, alongside a number of other business streams to utilise. You will have access to clients 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, alongside a team of Administrators and in-house Compliance staff. However, we must stress that having your own client bank to transfer is by no means essential, as clients will be provided.

You will have knowledge of Investments, Pensions, and associated life and protection products, with the ability to deal with HNW & UHNW individuals. 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. However, the company will encourage you to take, and fund Chartered qualifications. You must be professional and credible, with proven relationship management skills.

In return, you will receive a competitive basic salary and benefits package to include equity options. The company will be fully committed to your professional development from day one.

This is genuinely one of the best opportunities in the area and one that will suit you if you are a Consultant at the top of your game and looking to work for a very prestigious company for the long- term.

Aston Charles - a personalised service from industry experts

Financial Services and General Insurance Recruitment

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