Senior Financial Services Consultant
3 days ago
Job Description:
This employed Senior Financial Services Consultant role covers Wolverhampton, Bridgnorth, and Birmingham, providing the opportunity to take over the ongoing financial planning servicing of a client bank. The successful candidate will be responsible for delivering exceptional service to maintain relationships with existing clients while seeking new business opportunities.
You will receive full support from our team of Paraplanners and Administrators, as well as a salary of circa £55,000 plus bonuses. The ideal candidate should have 4+ years of experience in financial planning, be fully Diploma qualified, and possess excellent communication skills.
Responsibilities:
- Deliver quality client service and maintain relationships with existing clients.
- Take over the ongoing financial planning servicing of a client bank.
- Seek new business opportunities and expand the client base.
Benefits:
- A salary of circa £55,000 plus bonuses.
- 3% and 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays, and birthday off.
- Hybrid role and excellent mentoring support from our team.
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