Financial Services Consultant - Level 4
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Location:
Belfast
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Sector:
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Job type:
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Salary:
£30000 - £40000 per annum
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Contact:
Colleen
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Contact email:
colleen.farquharson@brookstreet.co.uk
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Job ref:
BEL/295321_1555497836
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Published:
about 5 years ago
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Expiry date:
17/05/2019
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Startdate:
ASAP
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 & 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 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
* Must hold level 4 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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