Financial Consultant, Permanent, Isle of Man

PP9757
Mid Senior Level
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Job Description

Financial Consultant (IFA) required to join an expanding Financial Services Group on the Isle of Man.

Reporting into the Head of Client Proposition, the role will primarily to plan and carry out sales activities, in accordance with corporate business plans and individual sales targets.

The Role...
Plan and prioritise sales activities and client prospective client contact towards achieving agreed business aims
Plan and manage personal business portfolio according to the companys agreed market development strategy
Manage client meetings and deliver financial solutions to meet requirements
Monitor and report on market and competitor activities and provide relevant management information
Record, analyse, report and administer business according to systems and requirements
Write high quality, detailed and compliant client advice reports, ensuring that records are robust and meet all current regulatory 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 relevant to the company
Comply with all policies and procedures relevant to the role

About you...
Experience in a similar role
Minimum level 4 qualified with regard to financial planning
Comprehensive experience in offshore financial services
Excellent communications skills
Excellent presentation skills

The Reward...
Competitive salary
Comprehensive benefits package


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Consultant

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