Financial Consultant

4 weeks ago


Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time
Job Overview

This role presents an opportunity to work with a reputable Chartered business, leveraging existing clients to drive growth and success.

With a portfolio of circa £20m AuM, the successful candidate will focus on servicing, retaining, and expanding this client base.

The business operates with a strong client-centric approach, often managing client holdings of £500,000+ and fostering long-term relationships.



Key Responsibilities

  1. Develop and implement strategies to grow and retain existing client relationships.
  2. Collaborate with the team to identify new business opportunities and drive revenue growth.
  3. Provide exceptional client service, ensuring high levels of satisfaction and loyalty.



Requirements

  • Proven experience in financial services, with a strong track record of client relationship management.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.



Working for Premier Jobs UK Limited

We are committed to providing a supportive and inclusive work environment, where our employees can thrive and reach their full potential.

Our team is dedicated to delivering exceptional results, and we are passionate about making a positive impact in the communities we serve.


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