Financial Planning Consultant

1 week ago


Bangor, Gwynedd, United Kingdom CleverHR Full time
CleverHR

Self-Employed Financial Adviser, Bangor

This is a well-established and successful chartered practice with large SOLLA/LTC opportunities that delivers comprehensive and holistic advice to clients across the region.

With a focus on developing and maintaining long-term, trusted relationships with clients, demonstrating honesty, integrity, and excellence, to ensure that both private and business clients gain financial peace of mind.

You will be a professional ambitious adviser with a track record of building successful and long-term relationships with clients, covering the full spectrum of advice, including holistic financial planning, wealth creation, optimisation, and protection, tax mitigation strategies for private clients, and tax-efficient cash extraction strategies for corporate clients.

An excellent opportunity with the potential to buy into the business.

Duties and Responsibilities

  1. Provide comprehensive financial planning to prospective and existing clients, meeting their financial goals and objectives.
  2. Undertake regular professional development to ensure each client receives up-to-date and appropriate advice.
  3. Act in a compliant manner and deliver an outstanding level of customer service while ensuring adherence to FCA rules and regulations.
  4. Professionally service the needs of existing clients while creating new opportunities via networking and referrals.
  5. Undertake frequent client meetings with existing and prospective clients while providing a consistent service to all levels of clients.
  6. Meet planned business targets in line with business standards, ensuring timely recording of client data, business transactions, and information.

About You

  1. Experienced Level 4 Diploma qualified, with a client bank.
  2. CAS held within the last two years.
  3. Minimum of two years face-to-face holistic financial advice experience.
  4. Ability to build long-term relationships with clients.
  5. Excellent knowledge of all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning).
  6. Prepared to undergo further study/training as required.
  7. Hardworking, enthusiastic, confident, and articulate.
  8. Committed to delivering an excellent service.

Estimated annual salary: £60,000 - £80,000 depending on experience.



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