Financial Planning Consultant

Lockton Companies; Peacehaven; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking an experienced Financial Planning Consultant to manage the consultant team in Waterford. The successful candidate will focus on delivering client-oriented financial planning advice and developing a robust portfolio of individual clients. Applicants need a strong background in financial services, with qualifications such as QFA and ideally CFP, to lead effectively and meet both commercial and financial targets.

Qualifications

• Strong experience delivering financial planning advice to individuals.
• Track record in meeting commercial/financial targets.
• Self-starter with strong business development capability.

Responsibilities

• Manage the existing consultant team in Waterford.
• Deliver client-focused financial planning advice.
• Develop and grow a strong portfolio of individual clients.

Skills

Strong people skills

Client relationship building

Financial services experience

Deep understanding of financial products

Business development capability

Education

QFA status

CFP status

Job description

The purpose of the Financial Planning Consultant – Head of Waterford Office will be managing the existing consultant team in Waterford with aim of delivering client focused financial planning advice to individual clients in relation to their retirement planning and their broader financial wellbeing; to develop and grow a strong portfolio of individual clients and support the delivery of member services into corporate clients and vice versa.

The role is a senior position and will report to the Head of Financial Planning.

Candidate Profile

The successful candidate will need to have strong experience in delivering financial planning advice to individuals; you will need to demonstrate a track record in meeting commercial/financial targets and be a self-starter with a strong business development capability.

We are looking for individuals with the following knowledge and skills:

• Strong people skills and substantial experience in building client relationships
• Relevant experience in financial services with a specific focus on Individual financial advice and group employee benefits
• A deep understanding of financial, pension and investment products
• A passionate focus on delivering for our clients
• A strong team ethos and able to assist in leading and developing the consultant team in Waterford
• The role holder will be required to have QFA status and ideally have CFP status