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Investment Consultant
3 months ago
Company Overview: Lime People Search & Select Ltd is a reputable Independent Financial Advisory firm dedicated to providing expert guidance to both corporate entities and individual clients in various aspects of Financial Planning.
Position Summary: We are currently seeking a qualified Investment Consultant to join our team. This role involves gradually assuming responsibility for a portfolio of clients, transitioning from the principal fee earner over the course of the year.
Client Portfolio: The majority of our clientele originates from Group Pension Schemes, necessitating a strong foundation in Pensions and Investments, particularly in income drawdown strategies.
Qualifications: The ideal candidate will possess a recognized qualification in Financial Planning (such as Full Certificate in Financial Planning, Diploma Qualified FPC, or CII Diploma) and have approximately 2-5 years of experience in an Independent Financial Advisory capacity.
Compensation Package: The starting salary for this position is approximately £40,000, complemented by a comprehensive benefits package that includes:
- Pension scheme (eligibility after 3 months)
- 4 x Death in Service (eligibility after 6 months)
- Private Medical Insurance (eligibility after 6 months)
- 20% New Business Bonus (with no threshold)
- £45 monthly travel expenses
We look forward to welcoming a dedicated professional to our team who is eager to contribute to our clients' financial success.
