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Consultant, Financial Planning
2 weeks ago
About the job Consultant, Financial PlanningThe roleWere looking for a Consultant to join our clients Financial Planning team, to be based in our Yeovil/Weymouth offices and cover this geographical area. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.The position will be supported by a team of Paraplanners and Sales Support Administrators, enabling you to focus on the advice process. Alongside this, wed look for you to develop strong relationships with our accountancy Partners and other professional connections, in order for new clients to be brought on board.What we need from youA commercial focus, with experience in a fee based environment and working amongst professional connectionsChartered status or status achievable within 12-18 months and thereafter the attainment of additional specialist qualificationsA love of networking in order to develop the business and teamProfessionalism, and ideally experience of building relationships with introducers both inside and outside of the firmPresentation and public speaking skillsExperience of using Intelligent Office (IO) client database/back office and paperless office systemsThe ability to deal with e-commerce and paperless technology #J-18808-Ljbffr
