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Financial Services Consultant - Level 4

  • Location:

    Belfast, County Antrim

  • Sector:

    Consultancy, Financial Services

  • Job type:

    Permanent

  • Salary:

    £30000 - £40000 per annum

  • Contact:

    Colleen

  • Contact email:

    belfast.web@brookstreet.co.uk

  • Job ref:

    BEL/294998_1548869031

  • Published:

    7 months ago

  • Expiry date:

    1/03/2019

  • Startdate:

    04/03/19

Job Description

Brook Street are currently recruiting on behalf of one of our clients for a Financial Services Consultant (Level 4). The applicant recruited will be responsible for providing a first-class advisory and support service to clients and to develop business relationships.

The purpose of the role would be to provide a first-class advisory and support service to key private and/or corporate clients and develop business relationships.

Key Duties:
* Ensure personal revenue target are 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 according to Company policy
* Ensure that areas of development identified and addressed
* 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
* Must hold Diploma in Financial Planning Certificate or equivalent
* At least 3 years' relevant industry experience
* Ability to demonstrate and prove a consistent record of sales achievement and business growth
* Good understanding of marketplace and industry and current trends/changes/issues

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

Please send CV via the apply link

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