Senior Financial Consultant
3 days ago
Unlock Your Potential as a Financial Advisor
This role is ideally suited for a motivated and experienced Financial Advisor looking to grow their client base and career.
As a Financial Advisor with our company, you will benefit from a steady flow of existing clients and leads, with assets ranging from £200k to £500k. Your primary responsibility will be to conduct thorough financial planning reviews and provide expert advice to these clients, helping them achieve their long-term goals.
We also offer a comprehensive support system, including:
- Back Office Support: a team of skilled professionals, comprising Paraplanners, Administrators, Compliance, Operations, and IT, to assist you in your daily tasks.
- Lead Support: a proven system to help you generate new leads and grow your client base.
- Training and Development: a comprehensive plan to support your ongoing professional growth and Chartered exam preparation.
Requirements:
- At least some experience as a Financial Advisor.
- A full Level 4 Diploma in Financial Planning or equivalent.
Looking for a new challenge in your Financial Advisor career? Apply now
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