Job Description
Due to the continued growth of our multi-disciplinary consulting practice, my client is seeking a Head of Financial Services to provide leadership, direction, and excellent advisory services for the financial division of the group.
Responsibilities
- Liaising with Admin/Support to arrange Client review meetings where applicable
- Managing their own portfolio clients
- People management of the team of advisors, paraplanners and administrators
- Ownership of the compliance requirements with our partners
- Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems.
- Executing the vision of My client Financial
- Undertake research as required for specific projects
- Strategic direction into the products and services provided by the company
- Learning and using all applications required for the job including:
- Financial Express Analytics, Exchange
- O & M
- Intelliflo
- Virtual Cabinet
- Adviser Office/Activity Manager
- Exweb
- Excel/Word
- Cofunds, OMW and Funds Network
What We Offer
- Employer Pension Contribution
- Equity in My client Financial
- Opportunity to join a rapidly expanding firm at a very exciting stage of growth, with prospects of career progression
- Equity in My client Consulting Group
- 22 days holiday + Bank Holidays
- A day off for your Birthday
- Private medical insurance
- 15% Profit share in My client Financial