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Financial Services Consultant - Level 4

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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