Financial Consultant Position
2 months ago
**Company Overview**
Contractor Wealth is a well-established wealth planning practice dedicated to providing tailored financial advice to professionals in the contracting and freelance community. As part of the OneDome Group, we offer a unique opportunity to work with a market disruptor enabling home movers to conduct an end-to-end property transaction via a single interface.
Salary: The competitive salary for this role starts at around £35,000+ per annum, depending on experience, plus bonus opportunities.
Job Description:
- Contact clients to book meetings for in-depth reviews of their financial circumstances, current provisions, and future aims.
- Design and implement comprehensive financial strategies.
- Stay up-to-date with financial products and legislation to ensure expert knowledge.
- Review financial reports generated by a supporting paraplanner.
- Communicate new financial products or changes in legislation that may affect clients' savings and investments.
- BUILD AND MAINTAIN CLIENT RELATIONSHIPS TO MAXIMISE OPPORTUNITIES AND ACHIEVE PROFITABLE OUTCOMES.
Required Skills and Qualifications:
- A comprehensive knowledge of pension and investment products is essential.
- An excellent working knowledge of pensions and pension transfers.
- A good working knowledge of CGT and income tax calculations.
- The ability to work in a compliant manner within a regulatory framework.
- Excellent telephone manner and good written communication skills are essential.
Benefits:
- Income protection and life insurance benefits.
- A salary sacrifice scheme, including Cycle2Work and pension options.
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