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Senior Financial Consultant

1 month ago

Sheffield, Sheffield, United Kingdom Vision-FS Recruitment Full time

The Role:
As a highly successful Wealth Management Specialist, you will join our award-winning national Financial Planning and Wealth Management Business, offering wealth management services to mass affluent and HNW individuals. With a long-standing track record in Financial Services, our highly profitable group carries no debt and is looking to grow its team of Diploma Qualified Financial Advisors.

Key Responsibilities:
Conduct fact find meetings with new and existing clients, prepare sound financial plans to ensure clients meet their financial goals, and advise clients on current financial issues. Build strong relationships to retain existing clients, generate new business, and build introducer relationships. Access to business development support team, manage your own diary, and work from home or office.

Requirements:
Degree Level 4 Qualified UK Financial Advisor, 1-2 years minimum experience as a Financial Advisor, experience of advising clients on Investments, Pension and Protection, and a proven track record of success and achievements. Experience of managing client relationships, able to manage and retain a client book, and able to further grow a client book. A hungry, driven, and motivated individual, looking to earn minimum c