Financial Planning Consultant

J&T Business Consulting; Carlisle; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial consultancy firm in the UK is seeking a Financial Planner to work directly with clients, providing comprehensive solutions and advice. Candidates should possess a Level 4 Diploma in Financial Planning, with at least 2 years of advisory experience. The role offers a mix of stability and growth opportunities, alongside a competitive benefits package including pension contributions and professional development incentives. A full UK driving license is required.

Benefits

Salary Sacrifice Pension Scheme

Competitive Annual Leave

Annual Leave Purchase Scheme

Health Shield Cash Plan

Employee Assistance Programme

Paid Professional Membership Fees

Commission Schemes

Online Training Access

Subsidised Social Events

Qualifications

• Minimum 2 years of experience in an advisory role.
• Detailed knowledge of Business Standards and Conduct of Business.
• Good understanding of the FCA Money Laundering regulations.

Responsibilities

• Work with clients to provide robust financial solutions.
• Engage in business development to attract new clients.
• Achieve individual revenue targets and maintain networks.

Skills

Client Management

Communication Skills

Work Under Pressure

IT Skills

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

Responsibilities

• Working with clients to understand their objectives and provide comprehensive robust solutions to help meet these objectives
• Ensuring high-quality ongoing advice is provided to all clients
• Undertaking focused internal and external business development activity to identify new prospects for the Financial Planning Team and then converting them to clients
• Building and maintaining technical knowledge relevant to the role
• Ensuring individual revenue targets are achieved
• Maintaining a strong network and attending events to develop this further

Qualifications

• Level 4 Diploma in Financial Planning (minimum requirement)
• Level 6 Advanced Diploma in Financial Planning (desirable)
• Detailed knowledge and understanding of Business Standards - Conduct of Business (COBS)
• Detailed knowledge and understanding of High Level Standards - Code of Conduct (COCON)
• Minimum industry experience of 2 years in an advisory role
• Good knowledge and understanding of FCA Money Laundering Section of the System & Controls Sourcebook (SYSC)
• Basic knowledge of other Accountancy services, including Audit, Tax, Insolvency, Corporate Finance, VAT and Accounting
• Excellent communication skills, in both verbal and written forms
• Able to prioritise workloads under strict deadlines and work well under pressure
• General IT skills

Benefits

• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
• Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Smart Working Policy, giving you the ability to balance home and remote working
• Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
• Employee Assistance Programme (24/7 confidential support for wellbeing and health)
• Paid flu jabs and eye tests
• Introductory Commission Scheme (financial reward if you refer a new client)
• Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
• Ongoing access to online training courses and materials
• Paid professional membership fees
• Charity of the Month
• Colleague of the Month
• Subsidised social events throughout the year

With a ready-made client bank and exciting future business development opportunities, this role offers the perfect blend of stability and growth potential. If you are passionate about helping clients achieve their financial goals, and eager to expand your career, we want to hear from you! If you have recently completed a Level 4 Diploma in Financial Planning and are now ready to accelerate your career, please get in touch. A Full UK Driving Licence is required.