Our client is a national Financial planners with a UK wide presence and a global proposition. They are one of the leading life and pension providers, with their own direct advice arm with ambition to continue their growth and expand their coverage and increase their client base.
Due to the continued growth of their Financial Planning team they have a need for an experienced T&C Consultant to support Advisers across the Home Counties. The role is home based so ideally you will live in Hertfordshire, Essex or North London and be comfortable travelling to see their Advisers.
In the role you’ll work closely with their Financial Advisers to support and develop them ensuring all regulatory requirements are adhered to. You’ll conduct regular field based observations and provide coaching on a one to one basis. You’ll support a regional team so you’ll have autonomy over your diary and work closely with the management team to ensure good quality advice is provided to our clients.
To be considered for the role you’ll need to have worked in similar role for a leading financial planning or wealth management firm. You will hold the diploma in financial planning and have a strong knowledge of the industry, products and services. You’ll need to have strong coaching skills and be motivated by developing people.
If you are interested in joining a growing team please contact Louise Sheppard at Recruit UK Ltd on 0117-917 0411.
Quote reference 12263