Financial Planning Specialist

5 days ago


Barnstaple, Devon, United Kingdom Consult2Recruit Full time

Financial Planning Specialist

**About the Role**

We are seeking a highly skilled Financial Planning Specialist to join our team at Consult2Recruit. As a Financial Planning Specialist, you will be responsible for providing expert advice on pension, investments, protection, and tax planning to our clients.

**Key Responsibilities**

* Manage and prioritize your workload on a daily basis to ensure timely delivery of high-quality advice
* Provide ownership of the advice process from start to finish, ensuring a professional client journey
* Liaise with our paraplanning team to ensure seamless delivery of advice
* Actively drive new business while managing existing client relationships
* Stay up-to-date with industry changes, trends, and new products to provide the best possible advice to our clients

**What We Offer**

* A self-employed position with the opportunity to earn between 40% and 80% of profit generated
* Provision of leads and comprehensive training in all areas of financial planning
* A professional and supportive office environment with free parking and company pension

**Requirements**

* Minimum level 4 DipFA Qualified and 2 years of financial planning experience
* Ability to work in the Barnstaple office
* Proven ability to manage and prioritize workload, provide expert advice, and drive new business

**How to Apply**

If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please send your CV to us.



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