Financial Consultant

Posted 20 February by Resource Matters

Home Based + Employed + Clients supplied

Our Life Company client has an opportunity and a strong proposition for an experienced Financial Consultant. Whilst offering a regulated and holistic financial planning service to clients in a wholly compliant manner. The role will also include:-

  • Excellent client support with a strong client bank on offer within a defined area.
  • Home based- with an infrastructure to support remote working.
  • Competitive salary, car, pensions and a monthly bonus great OTE plus other employeee benefits
  • Strong brand and product offering

The successful candidate will have a demonstrable track record of success in regulated financial planning, hold CAS and SPS whilst being an excellent relationship manager of clients.

A client centric mentality and a holistic financial planning approach, plus no compliance problems should also be evident.

Required skills

  • CAS
  • Financial Planning
  • Holistic
  • Holistic Financial Planning
  • Pensions

Application question

Are you Level 4 Qualified in Financial Planning?

Reference: 32749339

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