Financial Consultant

Posted 1 week ago by Resource Matters

Our client has an opportunity Financial Consultant to be home based on an employed contract.

You will offer holistic financial planning service to the firms clients with a DFM proposition. All clients are supplied, well qualified and in the mass affluent market. there is strong back office support in order to drive quality and suopport activity levels

The successful candidate will be Level 4 qualified, have a demonstrable track record of success in regulated financial planning and be an excellent relationship manager of clients.

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

A negotiable basic salary is on offer plus a package including a company pension, company scheme and a market leading bonus scheme

Application question

Are you Level 4 Qualified in Financial Planning?

Reference: 34357456

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