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Strategic Financial Consultant
2 months ago
Financial Planning Opportunity
**About the Role**
We are seeking an experienced financial planner to join our team as a Strategic Financial Consultant. As a key member of our client-facing team, you will play a vital role in building and maintaining strong relationships with our clients, providing expert financial planning advice and guidance to help them achieve their financial goals.
**Key Responsibilities**
* Develop and implement comprehensive financial plans for clients, taking into account their unique needs and objectives
* Provide ongoing support and guidance to clients, ensuring they remain on track to meet their financial goals
* Collaborate with our marketing team to develop and execute client acquisition strategies
* Work closely with our client servicing team to ensure seamless delivery of financial planning services
**Requirements**
* Level 4 Qualification in Regulated Financial Advice
* Minimum 5 years' experience in financial planning, with a proven track record of delivering high-quality client outcomes
* Strong technical and regulatory knowledge, with the ability to stay up-to-date with industry developments
* Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
**What We Offer**
* Competitive salary and bonus structure
* Ongoing training and development opportunities to support your career growth
* Collaborative and supportive team environment
* Opportunity to work with a diverse range of clients and develop your expertise in financial planning
**About Us**
We are a leading recruitment agency specializing in financial services recruitment. We pride ourselves on our ability to deliver high-quality candidates to our clients, and we are committed to providing a supportive and inclusive work environment for our team members.
