Financial Planning Consultant

4 weeks ago

Dundee, Dundee City, United Kingdom Henderson Loggie Full time
About the Role

Henderson Loggie Financial Planning Ltd is seeking a highly skilled Financial Planning Consultant to join our team. As a Financial Planning Consultant, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide financial planning advice to a wide range of private and corporate clients.
  • Assist in the development and achievement of annual business targets and financial budgets.
  • Plan, control and review client work to ensure that annual reviews are completed as efficiently and effectively as possible.
  • Complete all administration in a timely and accurate manner in line with the guidelines as issued and amended from time to time by HLFP and its regulator.
  • Liaison with other departments to ensure successful completion of annual reviews within agreed timescales, for example, external paraplanners, administration teams, tax team.
  • Monitor work in progress on reviews, communicating any potential problems and fee opportunities with the Directors on a timely basis.
  • Maintain performance standards in line with those detailed by HLFP in the Key Performance Measures document.
  • Create and maintain appropriate business relationships within HLFP and the wider Henderson Loggie organisation.
Requirements
  • Minimum of Diploma/Level 4 Financial Planning with previous experience in financial services desirable.
  • Strong knowledge of FCA Regulations and technical expertise in regulated Financial Planning.
  • Strong communication skills, both verbal and written, with the ability to clearly transfer technical knowledge to others.
  • Excellent verbal and written communication skills, able to present recommendations clearly and logically.
  • High attention to detail, accuracy, and commitment to quality, with strong research and report writing skills.
  • Excellent interpersonal and client servicing skills; adept at building effective relationships with clients and staff at all levels.
  • A motivated team player who collaborates effectively, demonstrating enthusiasm, flexibility, and a proactive approach to CPD (Continuing Professional Development).
What We Offer
  • A competitive salary
  • 35 days holiday per year & Holiday buy/sell scheme
  • Generous pension contribution and life insurance scheme
  • Continuous training and support via The HL Training Academy
  • Birthday gift and Perkbox – discounts on supermarket, travel, retail, leisure and much more
  • Professional Subscriptions
  • Team and office wide social activities
  • Enhanced paid leave (Maternity/Paternity/ Adoption/Bereavement & Compassionate Leave & Company Sick Pay)
About Us

Henderson Loggie Financial Planning is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply and join our Firm.

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