Personal Finance Consultant Expert

13 hours ago


Sheffield, Sheffield, United Kingdom Churchill Executive Full time
Job Title:

Personal Finance Consultant Expert

Company Overview:

Churchill Executive is a respected financial planning firm that provides personalized financial advice to private clients, families, and businesses.

We specialize in delivering bespoke solutions across investment management, pension planning, inheritance tax strategies, and estate planning.

Our team is committed to maintaining the highest standards of integrity, professionalism, and service excellence.

Salary:

$140,000 - $170,000 per annum, depending on experience.

Job Description:
  • Provide Personalized Financial Advice: Deliver tailored financial planning advice to new and existing clients, ensuring their needs are met and goals achieved.
  • Ensure Regulatory Compliance: Ensure all advice given is compliant with FCA rules and regulations.
  • Develop Business Relationships: Develop and maintain effective relationships with colleagues, product providers, and other third parties.
Required Skills and Qualifications:
  • Level 4 Diploma in Financial Planning: Hold a Level 4 Diploma in Financial Planning or higher.
  • Technical Knowledge: Demonstrate practical application of technical knowledge, including financial planning processes and software.
  • Regulatory Awareness: Strong awareness of the regulatory regime and its application to an independent advisory firm.
  • Communication Skills: Excellent interpersonal skills, both written and verbal.
Benefits:
  • Competitive Salary: A competitive salary and benefits package.
  • Flexible Working Arrangements: Flexible working arrangements, including hybrid options.
  • Professional Growth Opportunities: Opportunities for professional growth and career development.
  • Supportive Work Environment: A supportive and collaborative work environment.


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