Consultant, Financial Planning

Independent Resourcing Consultancy Ltd; Weymouth; On-site; GBP 35,000 - 50,000; Full time

Job summary

A consultancy firm is seeking a Consultant for its Financial Planning team based in Weymouth. The role focuses on managing a client portfolio and advising holistically. Ideal candidates will have commercial experience and chartered status, along with strong networking skills to attract new clients. The position will be supported by a dedicated team, allowing a focus on client advice and relationship development.

Qualifications

• Experience in a fee-based environment.
• Professionalism in building relationships.
• Ability to handle e-commerce and paperless technology.

Responsibilities

• Manage a portfolio of clients, providing holistic advice.
• Develop relationships with accountancy partners.
• Ensure focus on the advice process supported by a team.

Skills

Commercial focus

Networking

Presentation skills

Relationship building

Public speaking

Experience with e-commerce

Education

Chartered status or attainable within 12-18 months

Additional specialist qualifications

Tools

Intelligent Office (IO) client database

Job description

About the job Consultant, Financial Planning

The role

Were looking for a Consultant to join our clients Financial Planning team, to be based in our Yeovil/Weymouth offices and cover this geographical area. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.

The position will be supported by a team of Paraplanners and Sales Support Administrators, enabling you to focus on the advice process. Alongside this, wed look for you to develop strong relationships with our accountancy Partners and other professional connections, in order for new clients to be brought on board.

What we need from you

• A commercial focus, with experience in a fee based environment and working amongst professional connections
• Chartered status or status achievable within 12-18 months and thereafter the attainment of additional specialist qualifications
• A love of networking in order to develop the business and team
• Professionalism, and ideally experience of building relationships with introducers both inside and outside of the firm
• Presentation and public speaking skills
• Experience of using Intelligent Office (IO) client database/back office and paperless office systems
• The ability to deal with e-commerce and paperless technology