Financial Consultant
7 days ago
Job Title: Financial Consultant
Salary: £40K - £50K plus commission (negotiable)
Job Type: Full Time, Permanent
Location: Gerrards Cross
About Our Client
Our client is a well-established financial services company that prioritizes building long-term relationships with clients by tailoring financial solutions to meet individual needs.
As an independent firm, they offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.
Job Summary
We are seeking an experienced, enthusiastic, and driven qualified Financial Consultant to complement our existing team.
The ideal candidate will have a strong understanding of investments and pensions, including IHT, Income Tax, CGT, Annual/Tapered Allowance, carry forward, LSA and LSDBA.
Key Responsibilities
- Develop and maintain relationships with existing clients
- Network and build professional connections to generate new business
- Provide comprehensive financial planning solutions to clients
- Stay up-to-date with industry developments and regulatory changes
Requirements
- Diploma qualified Financial Consultant
- Minimum 3 years' experience in investments and pensions
- Confident communicator with strong understanding of risk, asset allocation, and portfolio construction
- Proactive, dedicated, and self-motivated with ability to generate new business and maintain relationships
Benefits
- Workplace pension (Aviva)
- Healthcare (Westfield)
- Generous holiday entitlement
- Inclusive culture promoting employee wellbeing and engagement
- Full administration and paraplanning support with leading back-office software
We are an Equal opportunities employer promoting diversity and our interview selection process is inclusive and free from discrimination. Strictly no agencies.
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