Our client is a long established organisation which has been providing holistic financial planning advice to high net worth individuals for over 100 years. The company is now seeking to recruit a Financial Consultant to cover the Walworth, Clapham, Dulwich and South Norwood areas. The position will involve drawing up business plans for achieving sales and profit targets in the full range of products and services, agreeing them with the Area Manager. Targeting business opportunities within the hospital doctor market. Planning and carrying out an appropriate level of customer contact, taking account of market opportunities, product features and customer preferences using self generated leads. Carrying out regular reviews of performance compared to targets and presenting plans to address shortfalls to the Area Manager. Making initial contact with the customer through activity undertaken by the Contact Centre, promotional activity, personal introductions and networking. Carrying out full financial appraisals. Identifying shortfalls and recommending options to resolve them.

It is essential that the prospective applicant hold the full FPC or equivalent. It is desirable that they have attained AFPC or have started to study for AFPC and hold business related professional qualification. A demonstrable record of sales success. Previous experience of developing a sales base of high net worth clients. Previous experience of developing sales opportunities from a "start up" situation. Knowledge of working practices and financial concerns of either Doctors, Dentists or Teachers.

Salary £25k to £35k OTE £60k