Senior Financial Planning Lead — Waterford Office

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

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.