Financial Consultant – Home Based

Location: Home Based

We’re currently recruiting for an exciting opportunity for a highly motivated Financial Consultant to join a dynamic team at a leading global investment company. This company, known for its expertise in investment management, financial planning, and research, has recently merged with a prominent UK investment platform, bringing together two industry powerhouses.

Key Responsibilities:
• Provide high-quality financial advice to clients.
• Work primarily from home.
• Manage a portfolio of 130-150 clients, offering financial planning advice.
• Conduct all client meetings remotely via Teams.

Qualifications and Experience:
• Level 4 Diploma (LIBF, CISI, or CII).
• SPS not required initially but must be signed off once joined.
• Experience in giving financial advice and some paraplanning experience would be ideal.
• Ability to work independently without paraplanning support, although dedicated administrative support is provided.

Location:
• Work from home with visits to the businesses office for meetings. Offices are London, Manchester, Leeds, Glasgow, and Edinburgh.

Compensation:
• Competitive salary ranging from £45,000 to £55,000, depending on skills and experience.
• Discretionary bonus.
• Attractive benefits package.

Recent Developments:
• In a strategic move to enhance their service offering, our client has merged with a leading UK investment platform. This merger is set to bring even greater value to their clients by combining the strengths of both organizations. By late 2024, the financial planning services will operate under a unified brand, reflecting the integration and collaborative approach of the merged entity.

Why Join Our Client?
• This is a unique chance to be part of a forward-thinking company that values innovation and client satisfaction. If you are looking for a role that offers growth, flexibility, and the opportunity to work with a diverse client base, apply now to discuss this opportunity in more detail.