COMPANY

Our client is a directly regulated firm of Chartered financial planners, ranked in the FT Adviser Top 20 and located across the UK. They are recognised as a leading provider of holistic planning services, centred around the creation, protection, and distribution of wealth. They build tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk. Their professional process uses leading edge technology to build and maintain wealth and provide peace of mind that goals are being achieved.

They are an advocate of bespoke, face-to-face advice delivered by highly qualified and experienced financial services professionals supported by a team of paraplanners.

ROLE DESCRIPTION

This position is a critical role supporting CFO buying centre across multiple industries to grow sales, pipeline, customer adoption and satisfaction. The Senior Advisor provides business process knowledge with respect to the Office of CFO, develops business cases, and thought leadership to support sales cycles. In addition, you will drive pipeline growth and contribute to building and maintaining the company’s leadership position and brand.

ROLE RESPONSIBILITIES

• Provide executive consultation to customers, with a focus on office of the CFO, and prospects to build solutions to achieve business goals and create value through a holistic model.
• Articulate strategic priorities and qualified addressable market opportunities.
  Leads the development and adoption of scalable governance models to achieve targeted revenue, margin, and market share goals.
• Leverages strategic partnerships with key decision-makers internally and in partner and customer organisations (e.g. CFO, HOD Finance)
• Provide recommendations on investment strategies, asset allocation, and portfolio diversification based on clients' risk profiles and financial goals
• Monitor and review clients' investment portfolios on a regular basis, making adjustments as needed to ensure optimal performance and risk management
• Embed experience thinking into all collaborative customer discussions
• Maintain accurate and up-to-date client records, financial plans, and investment recommendations in compliance with industry regulations and company policies.

REQUIRED SKILLS & QUALIFICATIONS

• Be a Chartered Financial Planner
• 5+ years of professional experience in Sales / Consulting / Industry / Finance Functional experience

• 5 years in a client facing role
• Min 3 years of strategy/management consulting experience with leading firm, with exposure in Finance related topics, or 3+ years of value advisory experience
• Strong analytical and problem solving skills (e.g. first-principles based thinking, ability to deal with ambiguity) to build customer specific digital transformation value narratives
• Strong business acumen with ability to link industry specific trends, customer objectives and the promise of technology into a compelling case for change
• Advanced knowledge of value selling methodology and toolkits, e.g. executive interview techniques, design and facilitation of executive workshops
• Strong customer facing skills and ability to navigate diverse stakeholder perspectives and expectations
• Participation in relevant CFO associations is a strong positive
• Experience with large account management, account engagement design, and engagement orchestration
• Experience building and retaining strong customer relationships
• Fluency in English, any other language an asset