Connecting to LinkedIn...

Get similar jobs by email Register →

Financial Planning Consultant

Job Description

Financial Planning Consultant


Our client is a well-known broker that provides financial advisory to clients on all future finance planning.

The Role

  • Manage and provide a professional financial advisory service to the existing client base
  • Grow and develop the existing client base through lead generation, referrals, promotions etc.
  • Achieve agreed sales targets.
  • Adhere to regulatory requirements in all aspects of day to day work and to the business ethics of the Company.


  • QFA qualified (CFP qualification desirable)
  • Possess strong technical knowledge of all financial products in the marketplace in particular Pensions and Life Assurance.
  • Possess a minimum 3-5 years sales experience within the Life and Pensions industry, preferably in a broker environment
  • Have strong interpersonal skills with the ability to build and maintain solid client relationships
  • Have excellent verbal and written communication skills
  • Have a professional manner and appearance.

Personal Skills:

  • Hard working, proactive and flexible in their approach to business
  • Strong client advocate
  • Results driven with good problem solving and analytical skills
  • Broad product and market knowledge


Dependent on experience and excellent benefits package 

Ref: SA06