Financial Planning Consultant

5 days ago

St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time
About Our Company

Click and Connect Online Limited is a leading financial advisory consultancy dedicated to securing our clients' financial futures. Founded by experienced financial professionals, we offer a fresh and dynamic approach that sets us apart in the industry.

Why Choose Us

We are committed to providing the key competencies for success in a Wealth Management career. Our rigorous selection process ensures that our team delivers exceptional services. All employees are dedicated to gaining the knowledge and skills required to provide world-class financial planning and wealth management services to clients worldwide.

Key Responsibilities
  • Evaluate and advise on medium to longer-term financial objectives in areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.
  • Work in a face-to-face capacity with clients, providing specific advice tailored to their needs and location.
  • Collaborate with marketing, coordination, and paraplanning teams for day-to-day client meetings.
  • Uphold high standards and undergo ongoing training to meet both client and company expectations.
What We Value
  • Solid interest in building or advancing a career in Financial Services.
  • Willingness to learn, with a minimum strive for Level 4 qualification.
  • High-quality professional communication skills.
  • Success and target-driven mindset.
  • Positive self-motivation.
  • Desire to be part of a firm with a strong reputation and a growing global brand.
  • Fluent English proficiency, proven sales ability, and an entrepreneurial mindset.
Benefits
  • Very competitive remuneration with exceptional earnings for top performers.
  • Regular incentives, including international conventions.
  • Potential opportunity to be part of aggressive global expansion plans and open new offices globally.
Requirements
  • Ideal candidates should already have existing AUM/book of existing clients.
  • Previous experience as an Independent Advisor or Wealth Manager is an asset.

  • Junior Financial Planning Assistant

    2 days ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in the UK who are looking for a Junior Paraplanner to join their team.The main purpose of this role is to provide high-level support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards.Providing vital support to the...

  • Junior Financial Planning Assistant

    7 days ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in the UK who are looking for a Junior Paraplanner to join their team.The main purpose of this role is to provide high-level support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards.Providing vital support to the...

  • Junior Financial Planning Assistant

    1 day ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in the UK who are looking to recruit a Junior Financial Planning Assistant to help support the Financial Planners.The Financial Planning Assistant will be shared by four consultants and work alongside the admin team.Job SummaryWe are seeking a highly motivated and enthusiastic individual with...

  • Junior Financial Planning Assistant

    1 day ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in the UK who are looking to recruit a Junior Financial Planning Assistant to help support the Financial Planners.The Financial Planning Assistant will be shared by four consultants and work alongside the admin team.Job SummaryWe are seeking a highly motivated and enthusiastic individual with...

  • Junior Financial Consultant

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is seeking a dedicated Junior Paraplanner to become a vital part of our Financial Planning team. This role is designed for individuals who are eager to support our Financial Planners in delivering exceptional service.Key Responsibilities:Assist in paraplanning and investment-related tasks, ensuring compliance with industry...

  • Financial Planning Specialist

    18 hours ago

    St Albans, Hertfordshire, United Kingdom mbf. Full time

    We are seeking a highly motivated and experienced Financial Planner to join our dynamic team at mbf., a leading financial planning firm in the UK. Our client is a prominent name in the UK wealth planning sector, dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.As a Financial Planner at mbf., you will...

  • Financial Planning Specialist

    20 hours ago

    St Albans, Hertfordshire, United Kingdom mbf. Full time

    We are seeking a highly motivated and experienced Financial Planner to join our dynamic team at mbf., a leading financial planning firm in the UK. Our client is a prominent name in the UK wealth planning sector, dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.As a Financial Planner at mbf., you will...

  • Financial Planning Specialist

    5 days ago

    St Albans, Hertfordshire, United Kingdom mbf. Full time

    We are seeking a highly motivated and experienced Financial Planner to join our dynamic team at mbf., a leading financial planning firm in the UK. Our company is dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.As a Financial Planner at mbf., you will have the opportunity to work with a diverse...

  • Financial Planning Specialist

    5 days ago

    St Albans, Hertfordshire, United Kingdom mbf. Full time

    We are seeking a highly motivated and experienced Financial Planner to join our dynamic team at mbf., a leading financial planning firm in the UK. Our company is dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.As a Financial Planner at mbf., you will have the opportunity to work with a diverse...

  • Financial Planning Specialist

    7 days ago

    St Albans, Hertfordshire, United Kingdom mbf. Full time

    We are seeking a highly motivated and experienced Financial Planner to join our dynamic team at mbf., a leading financial planning firm in the UK. Our client is a prominent name in the UK wealth planning sector, dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.As a Financial Planner at mbf., you will...

  • Financial Planning Coordinator

    2 days ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a highly regarded Financial Planning practice based in the UK who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable...

  • Financial Planning Coordinator

    2 days ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a highly regarded Financial Planning practice based in the UK who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable...

  • Financial Planning Specialist

    2 weeks ago

    St Albans, Hertfordshire, United Kingdom mbf. Full time

    Financial Planning OpportunityWe are seeking an experienced Financial Planning Specialist to join our dynamic and rapidly growing team at a leading financial services firm.Our company, mbf, is a prominent name in the UK wealth management sector, dedicated to helping clients achieve their financial goals through a holistic approach to financial planning.With...

  • Lead Financial Consultant

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Click and Connect Online Limited is on the lookout for a proficient and driven Financial Consultant to enhance our team in the United Kingdom. The ideal candidate will play a pivotal role in delivering exceptional financial guidance to clients, overseeing and expanding their investment portfolios, and contributing to the overall success of our financial...

  • Lead Financial Consultant

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    About the Role:Click and Connect Online Limited is on the lookout for a talented and driven Financial Consultant to enhance our team in the United Kingdom. The ideal candidate will play a pivotal role in delivering top-notch financial guidance to clients, effectively managing and expanding their investment portfolios, and contributing to the overall growth...

  • Financial Planning Associate

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Financial Planning AssociateClick and Connect Online Limited is a pioneering independent financial advisory firm dedicated to ensuring the financial security of its clients. With a unique approach and vibrant energy, we distinguish ourselves in the competitive offshore advisory sector. We are currently seeking skilled financial advisory professionals eager...

  • Financial Planning Associate

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Financial Planning AssociateClick and Connect Online Limited is a pioneering independent financial advisory firm dedicated to ensuring the financial security of its clients. With a unique approach and vibrant energy, we distinguish ourselves in the competitive offshore advisory landscape. We are currently seeking financial advisory professionals eager to...

  • Financial Planning Assistant

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is seeking a Junior Paraplanner to become an integral part of our Financial Planning team. This role is designed for individuals who are eager to support Financial Planners in delivering exceptional service to clients.Role Overview:We are looking for a driven professional with a background in the financial services sector.Your...

  • Paraplanner - Financial Planning Specialist

    5 days ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job DescriptionWe are seeking a highly skilled and experienced Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planning practice in delivering exceptional client service and achieving business growth.Key Responsibilities:Planner Support: Collaborate with Financial Planners to...

  • Paraplanner - Financial Planning Specialist

    5 days ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job DescriptionWe are seeking a highly skilled and experienced Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planning practice in delivering exceptional client service and achieving business growth.Key Responsibilities:Planner Support: Collaborate with Financial Planners to...