Financial Consultant
3 weeks ago
Join Pratap Partnership Ltd as a Financial Consultant and contribute to the growth of our dynamic financial advisory firm.
We are seeking a skilled and ambitious individual to bolster our team and help us deliver exceptional financial services to our clients. As a Financial Consultant, you will play a key role in building and managing a portfolio of new clients, crafting and delivering comprehensive financial planning reports, and making protection, will, and estate planning recommendations.
About the Role:
- Client Acquisition and Management: Identify and pursue new business opportunities, build strong relationships with clients, and develop a deep understanding of their financial needs and goals.
- Financial Planning and Analysis: Conduct thorough financial assessments, create personalized financial plans, and provide expert advice on investment, protection, and estate planning.
- Business Development: Collaborate with the Head of Operations to develop and implement business growth strategies, identify new market opportunities, and expand our client base.
- Team Collaboration: Work closely with our in-house experts to provide comprehensive assistance to clients, share knowledge and best practices, and contribute to a positive and supportive team environment.
About You:
We are looking for a highly motivated and results-driven individual with a passion for the financial industry and a proven ability to build strong relationships. While prior experience in financial advice is advantageous, we are willing to provide comprehensive training to facilitate a smooth transition into the role. You must have excellent communication and interpersonal skills, a full driving license, and the ability to travel within the region to meet with clients.
What We Offer:
- Competitive Salary and Bonus Structure: A generous basic salary and uncapped bonus structure to reward your hard work and dedication.
- Flexible Working Arrangements: A hybrid/home working policy that allows you to balance your work and personal life.
- Professional Development Opportunities: Ongoing training and development to help you grow and succeed in your career.
- Excellent Benefits Package: A comprehensive benefits package, including private healthcare, pension scheme, and 30 days holiday + bank holidays.
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