Description
Our client is a dynamic and rapidly expanding investment management group with a significant international footprint across key financial jurisdictions. Known for fostering a high-performing and collaborative culture, they have built a reputation for strategic thinking and integrity. This is an exceptional opening for a professional looking to join a firm that prioritizes continuous improvement and offers genuine pathways for career progression.
The Role
The successful candidate will be responsible for developing and maintaining robust business streams while providing bespoke financial strategies tailored to meet diverse client objectives. This is a proactive role requiring a blend of technical expertise and relationship management to ensure consistent business flow and target achievement.
Key Responsibilities:
• Client Relationship Management: Cultivating long-term relationships to maintain business flow and promote the firm's profile within the wider professional community.
• Financial Advisory: Delivering high-level financial information and advice appropriate to individual client needs.
• Business Development: Identifying and acquiring new financial advice business to meet strategic growth targets.
• Technical Support: Preparing detailed financial recommendations, client presentations, and managing the end-to-end meeting process, including fact-finding and CRM documentation.
• Review Services: Managing an ongoing review service in line with the business’s proposition offering to ensure continued client satisfaction.
• Compliance & Professionalism: Ensuring all business is conducted in a compliant manner, meeting all internal and external legislative requirements.
About You
Our client is seeking a dedicated professional who remains current with industry changes and legislative shifts..
Required Qualifications & Experience:
• Must hold a relevant Level 4 qualification or higher, in strict accordance with JFSC requirements.
• Demonstrated commitment to Continuous Professional Development (CPD), with a mandatory minimum of 35 hours per annum.
• Proven track record in business development and the acquisition of new financial advice business.
• Strong technical proficiency in preparing financial recommendations and client-facing presentations.
For more information, please email: admin@blinkrecruitment.gg. Please visit our website www.blinkrecruitment.gg for our latest vacancies.
The Role
The successful candidate will be responsible for developing and maintaining robust business streams while providing bespoke financial strategies tailored to meet diverse client objectives. This is a proactive role requiring a blend of technical expertise and relationship management to ensure consistent business flow and target achievement.
Key Responsibilities:
• Client Relationship Management: Cultivating long-term relationships to maintain business flow and promote the firm's profile within the wider professional community.
• Financial Advisory: Delivering high-level financial information and advice appropriate to individual client needs.
• Business Development: Identifying and acquiring new financial advice business to meet strategic growth targets.
• Technical Support: Preparing detailed financial recommendations, client presentations, and managing the end-to-end meeting process, including fact-finding and CRM documentation.
• Review Services: Managing an ongoing review service in line with the business’s proposition offering to ensure continued client satisfaction.
• Compliance & Professionalism: Ensuring all business is conducted in a compliant manner, meeting all internal and external legislative requirements.
About You
Our client is seeking a dedicated professional who remains current with industry changes and legislative shifts..
Required Qualifications & Experience:
• Must hold a relevant Level 4 qualification or higher, in strict accordance with JFSC requirements.
• Demonstrated commitment to Continuous Professional Development (CPD), with a mandatory minimum of 35 hours per annum.
• Proven track record in business development and the acquisition of new financial advice business.
• Strong technical proficiency in preparing financial recommendations and client-facing presentations.
For more information, please email: admin@blinkrecruitment.gg. Please visit our website www.blinkrecruitment.gg for our latest vacancies.