Our client, a highly respected, client-centric financial services firm is hiring a Financial Planning Consultant. In this role, you will drive new business and provide expert advisory services across pre- and post-retirement planning, pensions, and protection products.
Skills
QFA is essential. (Further qualifications such as CFP, MIIPM, AIIPM, QPT, or PTP are highly advantageous).
Proven track record in financial planning, lead generation, and client relationship management.
Exceptional communication, organisational, and presentation skills.
A strong desire to grow within the role and pursue continuous professional development (e.g., PMI/APA).
Responsibilities
Generate leads, develop new business opportunities, and provide tailored financial advice to both prospective and existing clients.
Build and maintain high-value relationships, consistently achieving team-based goals and commercial targets.
Confidently represent the firm by presenting at client sites, hosting Employee Benefit clinics, and attending Trustee/Pension Committee meetings.
Manage local initiatives that contribute to and enhance the team’s overall financial planning proposition.
Deliver best-in-class, compliant advice while adhering strictly to company policies and regulatory procedures.
#J-18808-Ljbffr