Senior Consultant – – Financial Planning

Bruin Financial

Ref: 28491

A rapidly expanding consultancy are seeking a Senior Financial Planning Consultant to contribute to the growth of the business by servicing existing clients and winning new clients through identifying and pursuing new client opportunities in the market, often working with third party intermediaries.

 

Key Accountabilities will include;

· Experienced regulated Investment Adviser to advise private clients, trusts and some corporate clients on:

o Strategic asset allocation and collective investment funds;

o Long term cash flow projections;

o Pension contribution planning and taking benefits;

o Life assurance;

o Deposits and other cash based investments;

o Wider holistic financial planning.

· Meet compliance requirements and maintenance of regulatory status.

· Contribute to the team’s ongoing development of services.

· Assist in the development of more junior members of staff, taking on the role of mentor, where required.

· Take financial responsibility, being accountable for delivery of the revenue targets and billing for own portfolio of clients.

 

The successful candidate will be CFA Level 4 Qualified. You will be able to operate with professional integrity, focusing on providing robust and cost effective solutions based on client requirements as well as having a successful track record of building and sustaining relationships with client and third party potential introducers. Strong verbal and written communication skills are required, with the ability to communicate complex investment and financial planning issues to clients.

 

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica White at Bruin Financial.

Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

Oliver.Gooch

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