Senior Financial Consultant

1 week ago


Ipswich, Suffolk, United Kingdom Opus People Solutions Ltd Full time

Are you passionate about providing expert financial advice to clients? Do you want to elevate your career in financial planning and work with a dynamic team?

About the Role

We are seeking a driven and ambitious Senior Financial Consultant to join our thriving financial advisory firm based in Ipswich. As a key member of our team, you will provide independent financial advice to a diverse portfolio of clients, adhering to FCA rules and industry standards.

Your responsibilities will include identifying and contacting potential clients, gathering insights into their needs, and crafting personalized financial strategies. You will also analyze financial data, conduct thorough market research, and recommend investments, pensions, and other financial products.

Key Responsibilities
  • Provide expert, independent financial advice to clients, ensuring compliance with all regulatory requirements.
  • Analyze financial data and conduct market research to recommend financial products.
  • Identify and contact potential clients, gather insights into their needs, and craft personalized financial strategies.
Requirements
  • Hold a Level 4 Diploma in Financial Planning or equivalent.
  • Have proven experience in financial services, with deep knowledge of pensions, investments, and market regulations.
  • Demonstrate strong communication and interpersonal skills to build lasting client relationships.
Estimated Salary: £45,000 per annum + Car Allowance

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