£80000 - £90000 Per year
Financial Accountant
Permanent,Full-time
Job Description
- To plan, implement and execute the annual Business Plan in line with the agreed individual targets
- To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new client instructions and client referrals as a result of satisfied clients
- To achieve the required number and quality of client meeting activity
- To achieve and maintain professional competence as defined within the Company’s Professional Standards Framework
- To achieve the requisite level of qualifications and maintain knowledge through Continuous Professional Development (CPD)
- To strive for no complaints and where they are received ensure they are brought to a satisfactory resolution in a timely fashion
- To manage existing client base and prospect resource on an ongoing basis
- To ensure clients have the right asset allocation to achieve their financial objectives with the minimum level of risk
- To ensure all client portfolios are reviewed at least annually in line with clients’ changing risk attitudes and strategic requirements
- To build and maintain COIs to initiate and nurture close relationships with professional advisers
- To work in partnership with Investment Management colleagues to develop client relationships
- Act in all times in line with the Company’s values
Required Knowledge, Skills, and Abilities
- Diploma (Dip PFS) or equivalent, ideally Chartered status
- Proven ability to deal with new and existing clients on a fee basis
- Ability to work under pressure and to meet deadlines
- Ability to understanding and communicate advice practices and processes clearly and effectively
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
Reference no: 92386