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A vacancy has arisen for a financial consultant to join an expanding financial company to assist in the management and development of customer relationships, recommending and implementing financial solutions and activities in order to meet agreed regulated performance and income levels, whilst ensuring that acceptable compliance standards are maintained. The role will involve developing positive business relationships with business teams, ensuring compliance and conducting interviews. Identifying opportunities to provide customers with appropriate products and services, complete and check documentation and contribute to the business development and marketing activities.
Prospective applicants with their full Financial Planning Certificate would be preferable along with a minimum of 2 years experience within a similar role within the financial services industry. Alternatively, those with an ambition to progress as a trainee IFA will be considered.
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