Strategic Financial Consultant
6 days ago
Job Overview: We are seeking a skilled Strategic Financial Consultant to join our team at Pinstripe Personnel. This role will involve providing holistic advice to personal and corporate clients, working in a hybrid or office-based environment.
About the Role: As a key member of our team, you will be responsible for providing financial planning advice to a wide range of clients, collaborating with the administration and management team based in Fareham. You will have access to offices in Fareham, Dorchester, and Chiswick, allowing for flexibility in your work environment.
Key Responsibilities:
- Client Engagement: Develop and maintain strong relationships with clients, understanding their unique financial needs and goals.
- Financial Planning: Provide comprehensive financial planning advice to clients, taking into account their individual circumstances and objectives.
- Collaboration: Work closely with the administration and management team to ensure seamless communication and delivery of services to clients.
Requirements: To be successful in this role, you will need to possess a minimum Diploma in Financial Planning, have experience as a Financial Adviser or Planner, and demonstrate strong communication and interpersonal skills.
Salary Information: The estimated annual salary for this position is £60,000 - £80,000, depending on experience and qualifications.
What We Offer: In addition to a competitive salary, we offer a negotiable package that includes opportunities for career development, collaboration with a reputable firm, and a dynamic work environment.
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