Senior Financial Consultant
4 days ago
About the Role
We are seeking a seasoned financial professional to join our advisory team in the UK. As a Senior Financial Consultant, you will play a key role in providing expert advice to clients on wealth management solutions.
Your responsibilities will include:
- Offering technical and investment advice on a range of wealth management needs
- Building and maintaining strong, long-term client relationships
- Conveying complex information in a clear and concise manner
- Staying informed on current affairs that may impact clients
- Clearly explaining the advantages and disadvantages of recommended products and services
- Conducting research and data analysis for client planning and special projects
- Keeping up-to-date with relevant regulations and legislation
- Complying with Financial Conduct Authority (FCA) guidelines and compliance procedures
- Handling client matters openly, honestly, and with integrity
Requirements
To be successful in this role, you will need:
- A Level 4 Diploma in Financial Planning
- At least 2 years of experience as a Financial Adviser
- A strong knowledge of pensions and wealth management solutions
- Excellent communication and negotiation skills
- Strong analytical and problem-solving abilities
Benefits
In addition to a competitive salary and bonus scheme, you will also receive:
- A group pension scheme
- Life assurance
- Income protection
- Health cash plan
The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience. If you are a motivated and experienced financial professional looking for a new challenge, please apply.
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