Senior Financial Consultant

4 weeks ago


Wimborne Minster, Dorset, United Kingdom Mploy Staffing Solutions Full time

Our client is seeking a highly skilled Financial Adviser to join their team in a stunning location near Poole & Wimborne, Dorset. As a Financial Adviser, you will be responsible for providing expert financial advice to medium/high-net-worth clients, with a focus on investments, pensions, and mortgages.

Key Responsibilities:
  • Provide high-quality financial advice to clients, including investment and pension planning, and mortgage solutions.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with FCA regulations.
  • Work collaboratively with internal stakeholders to deliver excellent client service.

Our client offers a highly lucrative opportunity for a Financial Adviser to earn uncapped commission, with the potential to earn between £100,000 to £200,000 per annum. The role also offers a stunning countryside office location, free onsite parking, and a highly supportive and flexible company culture.

Requirements:
  • Extensive experience working as a financial adviser, with a proven record of sales/business success.
  • Suitably qualified with either DipPFS (CII) or DipFA (LIBF) qualifications, and supporting qualifications such as CeMAP/Cert CII(MP), CeRER/Cert CII (ER) etc.
  • Statement of Professional Standing (SPS) issued by an accredited body and listed on The Financial Services Register.
  • Strong negotiator with excellent presentation/communication skills, highly accurate, numerate, and IT literate.
  • Excellent multitasker with capacity for a broad workload, and a team player willing to 'muck in'.


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