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Financial Planning Consultant
1 month ago
Financial Planning Consultant About the Role: A leading firm is expanding its Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team. They are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and client-focused culture, they provide the perfect environment for ambitious professionals looking to make a real impact in financial planning. In this role, you will provide specialist financial advice to individuals, focusing on retirement planning, investments, and financial wellbeing. Key Responsibilities: Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management. Build and manage a strong portfolio of individual clients. Support the delivery of member services for corporate clients. Work towards and exceed commercial and financial targets. Contribute to the development and mentoring of junior team members. We are looking for a self-motivated financial planning professional with a strong background in delivering individual financial advice and a proven track record in business development. You will have: CFP (Certified Financial Planner) qualified or working towards. Minimum of 5 years experience working a Financial Planning Division, with a minimum of 3 years Consulting experience Extensive experience in financial services, particularly in individual financial planning and group employee benefits. A deep understanding of financial, pension, and investment products. Exceptional relationship management skills, with the ability to build long-term client trust. A client-first mindset, focused on delivering outstanding financial solutions. A strong team ethos, with a willingness to support and mentor junior colleagues. Should this position be of interest please feel free to call contact Honor on . All applications are in strictest of confidence. Skills: CFP Pensions Wealth Investments Planning Management Benefits: Work From Home Nego
