Senior Financial Consultant

3 weeks ago


Coventry, Coventry, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Title: Senior Financial Consultant

A renowned wealth management firm seeks an experienced Senior Financial Consultant to join their team in Coventry.

The ideal candidate will provide expert financial planning, guidance, and advice to individuals, companies, trustees, and charities.

This is an excellent opportunity for a skilled Senior Financial Consultant to leverage their expertise, expand their professional network, and enhance their career prospects.

Key responsibilities include:

  • Providing comprehensive financial planning services
  • Developing client solutions with exceptional interpersonal and communication skills

Salary: £50,000 - £70,000 per annum. The successful applicant will inherit a portfolio of existing clients and be responsible for continuing business development across various areas, including investment & retirement planning, employee benefits, tax planning, long-term care fee advice, and lifetime cash flow planning.

We offer our candidates a unique approach to recruitment, prioritizing honesty, transparency, and personalized support.



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