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Financial Consultant

2 months ago

Wakefield, Wakefield, United Kingdom PRATAP PARTNERSHIP LTD Full time

A rapidly expanding financial advisory firm, situated in the region, is seeking to recruit Financial Consultants to bolster their growing team.

This is an exciting time to join this dynamic company, especially as they prepare to transition to a new office space which will include a gym and recreational spaces. With a commitment to career advancement and generous remuneration packages, this opportunity is ideal for those eager to progress professionally while enjoying competitive salaries, comprehensive benefits and flexible and hybrid work arrangements. As part of the team, you'll report directly to the Head of Operations and collaborate closely with the Head Financial Advisor.

Key duties and responsibilities include:

  • Building and managing a portfolio of new clients.
  • Managing relationships with existing clients.
  • Crafting and delivering comprehensive financial planning reports.
  • Making protection, will and estate planning recommendations.
  • Referring pension, investment business and mortgages, to in-house experts for comprehensive assistance.
  • Working to standards and targets.
  • Following procedures and ethical guidelines of the firm and its regulatory bodies.

About you:

This position is ideal for candidates from a sales background, along with either experience or a keen interest in the financial industry and a demonstrated ability to build relationships. While prior industry expertise in financial advice, especially in areas like protection and estate planning, would be advantageous, it's not mandatory, as comprehensive training will be given to facilitate a smooth transition into the role.

You must have a full driving license, the ability to travel within the region to meet with clients and work 4 days + 2 evenings per week to meet client availability.

On offer is an excellent basic salary, uncapped bonus structure, 30 days holiday + bank holidays, private health care, pension scheme and a very flexible hybrid/home working policy.