Financial Consultant

Job Description

Duties include:
Plan and prioritise sales activities and client/prospective client contact towards achieving agreed business aims
Plan and manage personal business portfolio according to the agreed market development strategy
Manage client meetings and deliver financial solutions to meet requirements
Maintain and develop existing and new clients through appropriate propositions and ethical sales methods/relevant internal liaison, to optimise quality of service, business growth and customer satisfaction
Update relevant systems with regards to client and prospective client contact information
Respond to and follow up on sales enquiries using appropriate methods
Monitor and report on market and competitor activities and provide relevant management information
Record, analyse, report and administer business according to systems and requirements
Communicate, liaise with and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships
Attend and present at external customer meetings and internal meetings with other company functions necessary to perform duties and aid business development
Attend training seminars/workshops to develop relevant knowledge, techniques, skills and acquire knowledge of new products/legislation
Maintain awareness and comply with all anti-money laundering legislation, regulations, policies and procedures
Comply with all policies and procedures relevant to the role

Skills and experience required:
Comprehensive experience in the offshore financial services
Level 4 qualified and holds the Certificate in Pension Transfer Advice having the following credits: (R01) Financial services, regulation and ethics; (R02) Investment principles and risks; (R04) Pensions and retirement planning; (AF7) Pension transfer
The ability to communicate effectively at all levels and operate largely independently, but with accountability
The ability to organise workloads to deliver a high internal and external service standard
The ability to develop and motivate new members of staff as the business grows
In conjunction with line management, agree any personal training and development needs to ensure personal knowledge and skills are developed appropriately