Financial Planning Consultant

2 weeks ago


Stafford, Staffordshire, United Kingdom Harris Commercial Ltd Full time
Key Responsibilities
  • Sales and Trading: Supporting Partners in delivering financial planning services to UHNW clients.
  • Pension Administration: Opening SIPP accounts and generating illustrations
  • Clients Relationship: Managing client relationships to independently oversee some UHNW clients.
Benefits
  • A competitive salary of £90,000 - £100,000, reflecting your skills and experience.
  • A hybrid working environment—split between remote work, time at their Stafford office, and travel to client meetings.


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