Senior Financial Advisor/Consultant Job Details
Vacancy has expired
Job Ref:
101333859
Industry: Banking, Insurance, Finance
Region/County: Unspecified
Salary: £40000 - £60000/annum Plus bonus and benefits
Post Date: 03/04/2012
Job Description: Our client basic in the Leeds area is actively seeking to recruit an experienced Senior Consultant - Corporate Financial bias would be an advantage Job Purpose: To deliver excellent Financial advice and a first class customer experience in a commercial manner which meets or exceeds budgeted revenues in a cost effective way in line with plans and budgets and in a compliance with corporate values. Key accountability: Provide expert independent advice to your designated clients in compliance with relevant regulations and the companies policies and values. Relationship management - Maintain excellent client relationships with existing clients and colleagues - ensuring processes are executed in compliance with all regulations, as evidenced by file checks and compliance feedback Business Development - to create, nurture and develop relationships with community professionals and local institutions in order to establish new customer relationships and achieve growth targets - identifying a target group Work with colleagues to establish and implement a sales and marketing contract programme of events for such community professionals - including local PR, email communications, presentations workshops and seminars. Cross selling where applicable To develop and maintain specialist knowledge in chosen fields of operation in order to achieve revenue targets and identifying cross sell opportunities. Mentoring junior members of staff when required Closing sales, servicing customers, answering technical queries and resolving local issues. To look at business processes and identify areas where improvement could be made in cost or service delivery. Key requirements Achieve business targets and develop customer relationships Knowledge of relevant market Previous proven experience to achieve targets within a Financial organisation Ability to keep abreast of changes/development within own area of expertise Influencing and negotiating skills The ideal candidate should have previous IFA experience and ideally have RDR level qualification Corporate Financial Bias would be an advantage but not a must For further details please submit your CV for consideration
Industry: Banking, Insurance, Finance
Region/County: Unspecified
Salary: £40000 - £60000/annum Plus bonus and benefits
Post Date: 03/04/2012
Job Description: Our client basic in the Leeds area is actively seeking to recruit an experienced Senior Consultant - Corporate Financial bias would be an advantage Job Purpose: To deliver excellent Financial advice and a first class customer experience in a commercial manner which meets or exceeds budgeted revenues in a cost effective way in line with plans and budgets and in a compliance with corporate values. Key accountability: Provide expert independent advice to your designated clients in compliance with relevant regulations and the companies policies and values. Relationship management - Maintain excellent client relationships with existing clients and colleagues - ensuring processes are executed in compliance with all regulations, as evidenced by file checks and compliance feedback Business Development - to create, nurture and develop relationships with community professionals and local institutions in order to establish new customer relationships and achieve growth targets - identifying a target group Work with colleagues to establish and implement a sales and marketing contract programme of events for such community professionals - including local PR, email communications, presentations workshops and seminars. Cross selling where applicable To develop and maintain specialist knowledge in chosen fields of operation in order to achieve revenue targets and identifying cross sell opportunities. Mentoring junior members of staff when required Closing sales, servicing customers, answering technical queries and resolving local issues. To look at business processes and identify areas where improvement could be made in cost or service delivery. Key requirements Achieve business targets and develop customer relationships Knowledge of relevant market Previous proven experience to achieve targets within a Financial organisation Ability to keep abreast of changes/development within own area of expertise Influencing and negotiating skills The ideal candidate should have previous IFA experience and ideally have RDR level qualification Corporate Financial Bias would be an advantage but not a must For further details please submit your CV for consideration
