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Financial Planning Consultant

2 months ago

Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

Job Title: Independent Financial Planner

About the Role:

We are recruiting for a highly regarded financial planning firm based in the UK. They are well established and manage relationships with high net worth clients. They have an active client bank that they want someone to manage and require an experienced consultant to join the team.

Key Responsibilities:

  • Manage and expand the client bank by providing exceptional financial planning advice and services.
  • Work closely with the team to develop and implement financial plans that meet the needs of high net worth clients.
  • Provide regulated financial planning advice to individual clients and ensure compliance with relevant regulations.
  • Collaborate with other professionals to deliver a comprehensive range of financial services.

Requirements:

  • Diploma qualified in financial planning or a related field.
  • Experience in offering regulated financial planning advice to individual clients.
  • Strong understanding of the full financial planning process.
  • Excellent communication and interpersonal skills.

What We Offer:

A salaried role with excellent bonus opportunities and a chance to work with a reputable financial planning firm. This is a great opportunity for an experienced consultant to join a successful team and contribute to the growth and success of the company.