Senior Financial Consultant

3 days ago


Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

Are you a highly motivated professional looking for a new challenge in financial services? As a Senior Financial Consultant with Cathedral Appointments, you will have the opportunity to work with clients in the South West, providing expert advice on wealth management and helping them achieve their financial goals.

Key Responsibilities:
  • Achieve fee income targets and manage client relationships effectively
  • Develop new business by networking with clients, introducers, and professionals
  • Ensure timely, compliant delivery of advice and management information
  • Conduct in-depth client reviews and provide ongoing financial planning

Up to £75k DOE | Hybrid | Barnstaple

This is an exciting opportunity for an experienced professional who excels in client relationships and business development. The role offers a hybrid working model, 2 days a week in the office and visiting clients as required.

Requirements include a Diploma in Financial Planning (or FCA-approved equivalent) as a minimum qualification, a passion for networking and attracting new clients, and excellent interpersonal skills.

The successful candidate will be able to demonstrate writing a minimum of £60k per year and possess valid authorisation to work in the UK without requiring visa sponsorship.

Benefits:
  • 25 days annual leave + bank holidays
  • An extra day off for your Birthday
  • Employee Assistance Programme
  • Enhanced Maternity and Paternity pay
  • Workplace pension
  • Loyalty in service bonus
  • Discounted financial support/advice
  • 2 company socials per year


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