Financial Consultant

Firma: CV-Library
Job-Typ: Vollzeit
Gehalt: 50.000 GBP/Jährlich

Experienced Financial Consultant required for a well-established, successful and prestigious Chartered Financial Planning firm in Surrey

* £50,000+, earning potential of £100k+

* Attractive Benefits package

Job Description:

Taking over an existing client portfolio (£20m FUM) from the Director of the company who will be moving into a Business Development role

Servicing the clients, to ensure they continue to receive a trusting and ethical relationship as well as a first class service

Following up on new enquiries form Surrey based Solicitor firms

Giving advice in the following areas: -

* Retirement planning & pension advice

* Investment advice & wealth management

* Insurance: personal, family and business

* Estate & trust planning

* Equity release

* Long term care

* Cash flow forecasting

* Pension sharing orders (this role is pension biased)

* Client meetings in Surrey at the company office, residential or in professional meeting rooms; some London clients

Person Specification:

* An experienced financial consultant with qualified to give financial planning advice, level 4 Diploma

* Comfortable being introduced to clients, gaining trust and maintaining strong relationships

* Good knowledge of pensions

* Personable, able to liaise well at all levels

* Able to network and gain recommendations and referrals

* Strong business acumen

Additional Information:

* Salary: £50,000 + plus bonus (OTE £100k)

* Leatherhead/hybrid

* Monday – Friday 9-5

* Strong administration and paraplanning support; friendly team

* Company pension (reviewed)

* PMI

* DIS

* Income protection

* Stunning offices with great catering facilities, showers, parking

* Mini bar in office

* Future opportunity of equity

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer

Für diesen Job bewerben