We are looking for a Private Clients Consultant to meet, listen and help clients understand and reach their goals. Be a trusted adviser to full financial planning clients and clients who want an initial primary advice service.
Overview of duties
* Have a solid understanding of pensions and wealth management and apply this knowledge with internal and external stakeholders.
* Be a trusted adviser to our clients.
* Recommend and provide solutions to meet client's needs while also developing lasting relationships.
* Undertaking a full review of the client's financial needs and goals.
* Producing a comprehensive report detailing relevant fact-finding information and recommendation based on clients’ goals.
* Clear and concise file notes and hand over to the Private Client Account management team who will bring policies through pipeline.
* Work alongside the sales and marketing team to deliver effective and engaging marketing activities/communications for clients.
* Deliver Financial Wellness seminars to employees of our corporate partners.
* Manage internal and external relationships to drive referral network.
* Build relationships and awareness of Financial Planning within NFP.
* Required to meet conversion and new business targets.
* Fully comply with relevant compliance requirements.
* Maintaining up-to-date records and adhering to CRM system.
Person specification
Knowledge, skills and abilities:
* Background in financial advice - QFA essential.
* CFP desirable or commitment to complete CFP imminently.
* Excellent communication and interpersonal skills, and self-motivated.
* Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully.
* Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally.
Key information:
Hours: Monday - Friday
Location: Galway
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.
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