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Financial Services Consultant - Level 4

  • Location:

    Belfast, County Antrim

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £30000 - £40000 per annum

  • Contact:


  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Startdate:


Job Description

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

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


* Level 4 Qualified / 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 annum

Please send CV via the apply link


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