Financial Planning Consultant - Client Portfolio Advisor

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

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.