Financial Planning Consultant

Our client, a highly respected, client-centric financial services firm is hiring a Financial Planning Consultant. In this role, you will drive new business and provide expert advisory services across pre- and post-retirement planning, pensions, and protection products.

Skills

• QFA is essential. (Further qualifications such as CFP, MIIPM, AIIPM, QPT, or PTP are highly advantageous).
• Proven track record in financial planning, lead generation, and client relationship management.
• Exceptional communication, organisational, and presentation skills.
• A strong desire to grow within the role and pursue continuous professional development (e.g., PMI/APA).

Responsibilities

• Generate leads, develop new business opportunities, and provide tailored financial advice to both prospective and existing clients.
• Build and maintain high-value relationships, consistently achieving team-based goals and commercial targets.
• Confidently represent the firm by presenting at client sites, hosting Employee Benefit clinics, and attending Trustee/Pension Committee meetings.
• Manage local initiatives that contribute to and enhance the team's overall financial planning proposition.
• Deliver best-in-class, compliant advice while adhering strictly to company policies and regulatory procedures.