Financial Consultant Position

2 months ago


Whiteley, Hampshire, United Kingdom OneDome Full time

**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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