Estate Planning Consultant job in Manchester, Greater Manchester

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Job Title: Estate Planning Consultant
Job Type: Permanent
Location: Manchester, Greater Manchester
Salary: £30000 - £50000/annum OTE £100,000
Company: CV-Library
Category: Consulting
Benefits: OTE £100,000

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Job Description: Role: Estate Planning Consultant

Location: Manchester

Salary: Open to Negotiation (£30,000 - £100,000) + Bonus and Benefits + Clients Provided

A specialist Wealth management company is currently seeking an experienced Financial Planner to join their team in Machester. The role will be to provide independent holistic financial planning advice to a warm client bank. You will be expected to develop relationships with associated professional introducers in order to develop new business opportunities as required.

Are you a driven and dynamic adviser looking to make the next step in your career? If so, we have an excellent opportunity for you to work with a successful and growing financial planning firm within Manchester. Working with affiliate partners, you will be required to provide a top level of holistic independent financial advice to a large, extensive client base. The role provides an excellent opportunity to grow and build a client bank with a basic salary and excellent earnings potential.

Key Responsibilities

• Meet with prospective clients on a regular basis to provide a high level of service, conducting meetings in line with company expectations.

• Outline with your clients the type of on-going service they wish to receive.

• To plan, work towards and generate a pipeline that sufficiently meets your pre-agreed business targets.

• Contact all leads supplied within an agreed timescale and updating the business with progress as appropriate.

• Utilise the research panel when selecting the advice for your clients.

• Ensure client files are kept up to date and well maintained.

• Construct Investment Reports in line with company standards.

• Communicate effectively with the administration team and other resources.

• Provide clear and accountable management information.

• Desire to continue your professional development, whilst increasing your technical knowledge in specialist areas.

• Liaise with internal departments including management and marketing.

Required Knowledge, Skills And Experience

• Hold the Diploma in Financial Planning. Chartered or working towards would be preferred but not essential.

• 2-3 years’ experience in a client facing advisory role.

• A confident and charismatic individual with excellent sales and presentation skills.

• Exceptional interpersonal skills and telephone manner.

• High quality of personal organisational skills.

• Driven and highly motivated to deliver business targets.

• Eager to develop your professional development with a strong understanding of how you would like to progress your career.

• Ability to work individually as well as part of a team.

• IT literate

The role would suit an individual from a Wealth or Private banking background as they will possess the client exposure.

You will have full admin support and be assisted and expected to develop new revenue streams as required, although there are existing relationships in place to hit the ground running.

For immediate consideration for this Financial Adviser role please forward your CV to Clockwork Personnel

Benefits:

* Work from home opportunities

apply now

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