Financial Planning Consultant

1 month ago


London, United Kingdom Michael Page (UK) Full time

Our client is a modern, dynamic Financial Planning Business offering a predominantly remote / telephone / video/virtual call based service to retail clients across the UK. The business currently has over £250mil Assets Under Advice and continues to grow through the acquisitions of client books from other advisory firms.
Our client's planning service covers mainly pensions and retirement planning, but also includes Wealth Management and ISA's / GIA's / Investment Bonds. Typical clients will have between £50-500k of investable assets - you will be providing pension and investments advice
Expectation to work in accordance with all compliance procedures of the firm - full support provided by the paraplanning team
To follow the prescribed advice processes for each business area
To conduct financial reviews and identify suitable opportunities for new business
Experience of providing pension and investments advice to clients
Technical competence in advising on pensions, investments and insurances in the pre and post retirement stages
Accustomed and confident in dealing with clients and providers via telephone / video calls on all parts of the advice process
To be a self-starter and be able to manage leads and report into senior management



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