Financial Services Consultant
1 week ago
We are seeking a highly skilled and experienced Financial Services Consultant to join our team. This home-based role provides an excellent opportunity for you to build a strong client bank in the South East region.
About the RoleThis Financial Services Consultant position involves working with clients to provide holistic financial planning advice, focusing on consolidating pension transfers and building long-term relationships.
You will be responsible for developing and maintaining a portfolio of clients, with the aim of achieving a client bank of around 200 individuals. Each client has an average pension pot of £200,000, resulting in £40 million of Funds Under Management (FUM).
The ideal candidate should hold full Level 4 Diploma in Financial Planning or equivalent and CAS status as a Financial Advisor. You will be self-employed with uncapped earnings potential in your first year, reaching £80,000+ OTE. Alternatively, you may consider an employed role with a salary of approximately £50,000 plus bonuses.
Key Requirements- Full Level 4 Diploma in Financial Planning or equivalent qualification.
- CAS status as a Financial Advisor.
- Home-based work environment with occasional travel to meet clients face-to-face.
- Ongoing professional development opportunities.
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