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Junior Financial Services Consultant
2 months ago
Job Summary
Lime Search & Select Ltd is seeking a highly motivated and experienced Junior Financial Services Consultant to join our team. As a Junior Financial Services Consultant, you will be responsible for providing high-quality financial advice and planning services to our clients.
Key Responsibilities
- Meet with potential new clients to understand their financial planning needs and goals.
- Develop and implement personalized financial plans to help clients achieve their objectives.
- Provide ongoing support and guidance to clients to ensure they remain on track with their financial plans.
- Collaborate with other financial professionals to identify and pursue new business opportunities.
- Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.
Requirements
- 1-3 years of experience in the financial services industry, preferably in a similar role.
- Level 4 Diploma in Financial Planning or equivalent qualification.
- Strong knowledge of pensions, investments, and retirement planning.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
What We Offer
Lime Search & Select Ltd offers a competitive salary and bonus scheme, as well as opportunities for professional growth and development. If you are a motivated and experienced Junior Financial Services Consultant looking for a new challenge, please submit your application.
