Financial Planning Consultant

2 weeks ago

City Of London England, United Kingdom Lombard Private Clients Full time £45,000 - £70,000 per year

Financial Planning Consultant (only for qualified & experienced applicants)

About Lombard Private Clients:

We are on a mission to help private client families secure their financial future. We are passionate about helping private client families get absolute clarity on their financial future and achieve financial freedom.

Our values are:

  • Clarity
  • Simplicity
  • Impact

Job Outline:

We are looking for a hard working Financial Planner (L4 qualified and currently advising with CAS status) to join our growing team in London. As someone who lives and breathes financial planning and has their finger on the pulse, you'll be responsible for engaging our community, helping to turn prospects into clients, and clients into ambassadors.

The Role:

· Build and develop trusted relationships with high calibre prospects & existing clients

· Deliver first class advice and financial planning strategies to improve client outcomes

· Develop engagement strategies aimed at our community and targeted marketing campaigns

· Identify and develop partnership opportunities in our target market community

· Proactively engage and win new clients and provide a first class service to existing clients

What are we looking for in you?

· You are driven and wish to continue build your career at a high-performing private client firm

· You're hardworking, live and breathe financial planning & investment strategy

· A creative thinker with excellent attention to detail and a growth mindset

· You are curious, collaborative, willing to start conversations, and thrive in a continuous improvement culture

· Naturally personable, a great communicator, and passionate about doing a great job whilst enjoying day-to-day working life

Experience & Skills:

· Demonstrable experience in proactively creating new business acquisition opportunities

· 2+ years' experience as a regulated financial adviser (Qualified and CAS status for 24+ months)

· Excellent relationship building with the ability to develop rapport and use intelligent information

· Solid IT literacy and experience of maximising data on CRM systems

· Ability to understand data and use it effectively to create opportunities

· Strong organisational skills with excellent attention to detail

· Confident communicator, independent thinker with a passion for collaboration & partnership

· Self-starter with the ability to work independently and as part of a team

What's in it for you:

· Opportunity to join a growing, award-winning team of professionals

· Work with a naturally friendly team of highly motivated ambitious people

· Continuous investment in you - progression, qualifications and development towards Chartered

· Be in an environment where you can make a positive impact on people's lives & financial wellbeing

· £45-70k+ earnings in Year 1 - base, bonus, plus incentives

· The role is full time and could be PAYE or self-employed

PLEASE NOTE: WE DO NOT RESPOND TO RECRUITMENT COMPANIES

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