Financial Planning Consultant, CFP
A leading firm is expanding its Wealth and Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team. Based in the South East, they are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and client-focused culture, they provide the perfect environment for ambitious professionals looking to make a real impact in financial planning. In this role, you will provide specialist financial advice to individuals, focusing on retirement planning, investments, and financial wellbeing.
Key Responsibilities:
- Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management.
- Build and manage a strong portfolio of individual clients.
- Support the delivery of member services for corporate clients.
- Work towards and exceed commercial and financial targets.
- Contribute to the development and mentorship of junior team members.
We are looking for a self-motivated financial planning professional with a strong background in delivering individual financial advice and a proven track record in business development.
You will have:
- CFP (Certified Financial Planner) qualified or working towards.
- Minimum of 3 years experience in individual financial planning.
- A deep understanding of financial, pension, and investment products.
- Exceptional relationship management skills, with the ability to build long-term client trust.
- A client-first mindset, focused on delivering outstanding financial solutions.
- A strong team ethos, with a willingness to support and mentor junior colleagues.
For more information on this role please feel free to call contact Honor.
All applications are in strictest of confidence.
