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

Required Knowledge, Skills, and Abilities

• Comfortable preparing detailed letters and comprehensive reports using meeting notes an1d summaries.
• Exchange would be desirable, although training will be given.
• Numerate and familiar with operating and creating spreadsheets
• Technical knowledge is a pre-requisite. The candidate should have attained the Diploma in Financial Planning and have a Level 4 Qualification as a minimum.
• The candidate should have held CF30 status previously and be fully signed off with CAS status and already on the FCA register at their current firm.
• The successful candidate should be comfortable and understand the structure of equity, pension and life products and more complex financial products.
• Prepared to learn and to invest time to maximize their own potential
• Strong communication skills
• Able to work under pressure to meet specific time deadlines
• Articulate, well presented and comfortable dealing with a wide range of individuals including clients and other professionals, always maintaining the highest degree of integrity and confidentiality.
• Honesty, integrity, and ability to maintain good working relationships are key attributes
• Attention to detail
• Capable of working independently and the ability to manage own workload
• Hard working and responsive to the need to deliver a high quality of service
• Positive, friendly service orientated person with a ‘can do’ attitude