Strategic Financial Consultant

1 week ago


Carlisle, Cumbria, United Kingdom Six Degrees Recruitment Limited Full time £100,000

Financial Planning Opportunity

**About the Role**

We are seeking an experienced financial planner to join our team as a Strategic Financial Consultant. As a key member of our client-facing team, you will play a vital role in building and maintaining strong relationships with our clients, providing expert financial planning advice and guidance to help them achieve their financial goals.

**Key Responsibilities**

* Develop and implement comprehensive financial plans for clients, taking into account their unique needs and objectives
* Provide ongoing support and guidance to clients, ensuring they remain on track to meet their financial goals
* Collaborate with our marketing team to develop and execute client acquisition strategies
* Work closely with our client servicing team to ensure seamless delivery of financial planning services

**Requirements**

* Level 4 Qualification in Regulated Financial Advice
* Minimum 5 years' experience in financial planning, with a proven track record of delivering high-quality client outcomes
* Strong technical and regulatory knowledge, with the ability to stay up-to-date with industry developments
* Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues

**What We Offer**

* Competitive salary and bonus structure
* Ongoing training and development opportunities to support your career growth
* Collaborative and supportive team environment
* Opportunity to work with a diverse range of clients and develop your expertise in financial planning

**About Us**

We are a leading recruitment agency specializing in financial services recruitment. We pride ourselves on our ability to deliver high-quality candidates to our clients, and we are committed to providing a supportive and inclusive work environment for our team members.



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