Senior Financial Consultant

4 weeks ago


Watford, Hertfordshire, United Kingdom Brook Street Full time £50,000 - £55,000
Job Summary:

As a Senior Financial Consultant at Brook Street, you will be responsible for providing expert financial advice to high-profile clients. Your role will involve designing and implementing financial strategies, liaising with head office and financial services providers, and assisting with client administration, tax calculations, and cash flow planning. You will also be expected to stay up-to-date with the latest financial products and legislation.

Key Responsibilities:
  • Design and implement financial strategies for clients
  • Liaise with head office and financial services providers
  • Assist with client administration, tax calculations, and cash flow planning
  • Stay up-to-date with the latest financial products and legislation

Requirements:
  • Level 4 qualification CFA / CFP
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced office environment
  • Flexibility to work full-time, Monday to Friday

What We Offer:
  • Competitive salary of £50k to £55k
  • Annual bonus
  • Life assurance
  • Healthcare
  • Progression and development opportunities
  • Further education support
  • Flexible working hours

Brook Street's Commitment:
  • Proud supporter of the Armed Forces Covenant
  • Guaranteed interview for veterans and spouses/partners of military personnel
  • Disability Confident Leader and holder of the Gold Award status from the Defence Employer Recognition Scheme


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