Financial Planning Leader
2 weeks ago
We are seeking a Financial Planning Leader to join our team at The Recruitment Council. As an Advisory Partner, you will play a key role in empowering clients through strategic financial planning and wealth management.
About the CompanyThe Recruitment Council is a leading recruitment firm specializing in finance and accounting placements. Our team of experts provides exceptional service to our clients and candidates, ensuring a seamless hiring process.
Key Responsibilities- Client Relationship Building: Establish trusting relationships with new clients and maintain strong connections with existing clients.
- Business Development: Actively seek new business opportunities and referrals, and support business inflows through client prospecting.
- Financial Roadmap and Portfolio Management: Create tailored financial plans and oversee client portfolios to ensure goals are met, with bi-annual client meetings to discuss performance and adjustments.
- Practice Management: Oversee business practice standards, including managing stats, inflows, compliance requirements, and internal relationships.
- Compliance and Professional Development: Ensure clients align with industry standards, and stay updated on industry changes through training and networking.
- Strong numerical aptitude and analytical thinking.
- Influencing skills to engage clients and stakeholders.
- Interpersonal understanding with effective communication and presentation skills.
The estimated annual salary for this position is $180,000 - $250,000, depending on experience.
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