Expert Financial Planning Consultant

23 hours ago


Birmingham, Birmingham, United Kingdom Pertemps Birmingham Commercial Full time

Pertemps Birmingham Commercial seeks an accomplished Expert Financial Planning Consultant to join their team in the Midlands. This role presents an excellent opportunity for a driven professional to deliver expert investment advice and foster strong client relationships.

About the Position:

The ideal candidate will provide customised investment advice, ensuring compliance with all applicable regulatory standards and company procedures.

Main Responsibilities:
  1. Client Outreach: Identify, engage, and build relationships with potential clients, comprehending and addressing their financial requirements.
  2. Investment Guidance: Examine client data, conduct comprehensive research, and offer tailored financial advice.
  3. Regulatory Adherence: Strictly adhere to relevant financial regulations and company procedures.

The expected salary range for this position is £50-£55k annually.

Essential Qualifications and Experience:
  • A Level 4 Diploma in Regulated Financial Planning
  • At least 3 years of direct client-facing experience
  • 5 years of experience within the financial services sector
  • Chartered Financial Planner certification
  • Leadership experience, preferably in project management


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