Junior Financial Consultant
4 weeks ago
Role: Junior Financial Consultant
Location: London
A prestigious financial advisory firm is on the lookout for a motivated individual to join their team as a Junior Financial Consultant. This role is ideal for someone eager to gain experience and support in achieving their professional qualifications, with the goal of becoming a proficient financial consultant within a specified timeframe.
Key Responsibilities:
- Collaborate with senior financial consultants in a dual capacity of paraplanning and advisory support.
- Draft comprehensive suitability reports for client assessments.
- Conduct thorough product research to inform client recommendations.
- Prepare case files and documentation for client engagements.
- Compile annual review materials for existing clientele and assist in developing new business opportunities alongside a financial planner.
- Analyze policy data to facilitate informed advisory services.
- Observe and learn from client meetings conducted by experienced financial consultants.
Candidate Profile:
Applicants should possess several years of relevant industry experience and have commenced their studies towards a Diploma in Regulated Financial Planning. A solid understanding of various financial advisory software tools, including Intelligent Office, is essential.
This role presents a unique opportunity to become part of a dynamic organization during a phase of expansion, offering significant career advancement potential.
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