Financial Consultant
other jobs The Talent Crowd
Added before 123 Days
- Scotland,Midlothian
- full-time
- £45,000 - £60,000 per annum
Job Description:
Financial Consultant 1-2 days per week in office (Edinburgh, Glasgow, London, Leeds, Manchester)
£45-60k DOE
We’re looking for a skilled Financial Consultant for a top-notch financial services firm. Our client helps people across the UK plan their financial futures with expert advice and cutting-edge digital products.
Are you a level 4 qualified Paraplanner or Adviser who writes your own reports?
This is your chance to combine your expertise in financial planning with a virtual role. You’ll manage a portfolio of clients, providing high-quality advice and creating detailed suitability reports.
The main responsibilities:
- Manage a large client portfolio (140+).
- Deliver top-notch financial planning and advice remotely.
- Build and maintain strong client relationships.
- Conduct thorough research and write detailed reports.
What do you need?
- Diploma in Regulated Financial Planning (Level 4).
- Proven experience in paraplanning and report writing.
- Expertise in pensions, saving and investments advice and protection.
Why Apply for this role?
Brilliant salary and industry leading benefits including flexible options so you can tailor the package best for you.
Flexible working arrangements.
Work with a leading financial services firm.
Join a supportive and dynamic team where growing success from inside matters.
If you’re interested and ready to take your financial planning career to the next level, apply now for a conversation about this exciting opportunity alternatively if you’d like to discuss further
call Sam Nixon on 0161-676-4878
£45-60k DOE
We’re looking for a skilled Financial Consultant for a top-notch financial services firm. Our client helps people across the UK plan their financial futures with expert advice and cutting-edge digital products.
Are you a level 4 qualified Paraplanner or Adviser who writes your own reports?
This is your chance to combine your expertise in financial planning with a virtual role. You’ll manage a portfolio of clients, providing high-quality advice and creating detailed suitability reports.
The main responsibilities:
- Manage a large client portfolio (140+).
- Deliver top-notch financial planning and advice remotely.
- Build and maintain strong client relationships.
- Conduct thorough research and write detailed reports.
What do you need?
- Diploma in Regulated Financial Planning (Level 4).
- Proven experience in paraplanning and report writing.
- Expertise in pensions, saving and investments advice and protection.
Why Apply for this role?
Brilliant salary and industry leading benefits including flexible options so you can tailor the package best for you.
Flexible working arrangements.
Work with a leading financial services firm.
Join a supportive and dynamic team where growing success from inside matters.
If you’re interested and ready to take your financial planning career to the next level, apply now for a conversation about this exciting opportunity alternatively if you’d like to discuss further
call Sam Nixon on 0161-676-4878
Job number 1443650
metapel
Company Details:
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