Financial Consultant

1 week ago

Wakefield, Wakefield, United Kingdom PRATAP PARTNERSHIP LTD Full time
About the Role

We are seeking a highly skilled Financial Consultant to join our team at Pratap Partnership Ltd in Wakefield. As a Financial Consultant, you will be responsible for building and managing a portfolio of new clients, managing relationships with existing clients, and delivering comprehensive financial planning reports.

Key Responsibilities
  • Develop and implement financial plans for clients, including protection, will, and estate planning.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Collaborate with in-house experts to provide comprehensive assistance on pension, investment, and mortgage services.
  • Work to standards and targets, following procedures and ethical guidelines of the firm and its regulatory bodies.
About You

We are looking for a candidate with a sales background and a keen interest in the financial industry. Prior experience in financial advice, especially in areas like protection and estate planning, would be advantageous, but comprehensive training will be given to facilitate a smooth transition into the role.

You must have a full driving license and be able to travel within the Yorkshire area to meet with clients. A flexible hybrid/home working policy is also available.

What We Offer

We offer 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.

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