04th February 2019

Private Client Chartered Consultant

Reference: MS Private Consultan

Location: Belfast Job Type: Permanent Salary: £55,000 - £65,000 Date Posted: 04/02/2019

Private Client Chartered Consultant

Abacus Careers are pleased to be recruiting for a Private Client Chartered Consultant on behalf of a leading Financial Services firm. Our client’s aim is to put the financial well-being and security of their customers first. They want to add to their team of professionally qualified financial consultants to ensure investments reflect each individuals’ personal objectives.


£55-65k – with a generous benefits package.

The Role

The essence of this role will be to maintain and develop productive and respectful relationships, both internally with the rest of the team and externally with clients. You will be pro-active in all areas of responsibility whilst ensuring that a first-class customer service is maintained as per the clients’ existing reputation.

  • Develop business relationships with existing and new clients by providing appropriate advice and support and build on existing relationships by promoting additional services.
  • Organise prompt billing to ensure client fees are paid on a timely basis and complete time-sheets daily, submitting weekly in line with company policy.
  • Ensure any areas of development identified are addressed by appropriate and targeted CPD activities.
  • Attend and present at client meetings in order to aid business development and ensure the companies high standards of client care are met by demonstrating competency in all stages of the advisory process in line with FCA rules and guidelines.
  • Ensure that all customer data is maintained accurately and oversee the preparation and delivery of all relevant documentation in a timely manner.
  • Ensure that your own CII CPD requirements are kept up to date on a monthly basis and your SPS is renewed annually.

Qualifications/ Requirements

  • Level 6 Dip PFS
  • A Current SPS
  • A minimum of 5 years’ relevant and currant industry experience
  • Demonstration of a consistent record of quality client servicing, sales achievement and business growth and ability to prove knowledge of the changes in the market, both in products and legislation.

The successful candidate will possess in-depth specialist knowledge and have experience of dealing with private client consultation. They will demonstrate their excellent analytical skills and work in a structured manner to ensure effective time management in consideration of the clients. The ability to adapt, understand and absorb change will be a key output, as will the active participation in contributing to these changes. Overall the candidate will have the drive and determination to achieve consistent high standards.

Primary Contact for more information

Mairead Shannon

If you are interested in this position, please apply but submitting your CV or give me a call for a more in-depth discussion on the role and the Client on (0)28 90995218 or send me an email at Mairead@abacus.careers

Next Steps:

Please submit your application or speak to a specialist consultant in Abacus on 02890313157 for a confidential career discussion. Did you know? Abacus is NI’s only Highly Rated Recruiter with 4.5 Stars for customer satisfaction (Independent review site Feefo).

If you think you have the right skills to join our team, then get in touch. If you know someone returning/re-locating to NI then www.belfastforlife.com holds the information on quality of life, cost of living etc.

The team in Abacus manage a range of permanent, contract and temporary appointments throughout UK and Ireland. You can find our terms and conditions and Privacy Policy on www.abacus.jobs

Mairead Shannon

Mairead Shannon

Financial Services & Insurance Recruitment Consultant

028 9099 8456

Agent’s Profile

Download the latest salary surveys

Download our latest Salary Surveys Download Surveys
Share this job
Send to Friend