Financial Planning Sales Consultant – Deliver personalised financial planning solutions to our full‑time financial planning clients and to those seeking an initial primary advice service.
Qualifications
Excellent communication, interpersonal skills, and a self‑motivated attitude
Strong organisational and time‑management skills, able to handle projects of various sizes
Ability to work effectively as part of a dynamic team and to manage key stakeholder relationships internally and externally
Background in financial advice – QFA essential
CFP desirable or a commitment to complete CFP imminently
Responsibilities
Act as a trusted adviser to clients throughout the financial planning journey
Recommend and provide solutions that meet client needs while building lasting relationships
Undertake a full review of clients' financial needs and goals
Produce a comprehensive report detailing relevant fact‑finding information and recommendations based on clients' goals
Record clear and concise file notes and hand over to the Private Client Account management team to move policies through the pipeline
Collaborate with the sales and marketing team to deliver engaging marketing activities and communications for clients
Deliver Financial Wellness seminars to employees of corporate partners
Manage internal and external relationships to grow the referral network
About NFP
With over 600 people in the UK and Ireland and more than 8,000 employees worldwide, NFP is part of the Aon Group.
We specialise in helping businesses in four core areas:
Insurance – helping manage key risks
Health and safety – creating safer workplaces
Employee benefits – rewarding people more effectively
HR, people and talent – supporting employers and their people through change and challenges
Benefits
Finance
Competitive salary with regular reviews, matched employer pension contributions, life assurance and group income protection, lifestyle discounts.
Work‑life balance
Opportunity for hybrid working, generous annual leave allowance.
Health and wellbeing
Comprehensive private healthcare, healthcare cash‑plan, additional days off for wellbeing.
Charity and community work
Numerous charity fundraising challenges, volunteer opportunities, and a highly regarded apprenticeship program.
Social
Two large employee events per year, out‑of‑work socials, and prime office locations that encourage socialising.
Inclusion and belonging
5‑Star Inclusion and Belonging Employer award holder, dedicated inclusion committee, inclusive policies, and business resource groups.
Seniority level
Not Applicable
Employment type
Full‑time
Job function
Finance – Insurance industry
NFP is an inclusive Equal Employment Opportunity employer.
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