Financial Planning Consultant

09 Nov 2016
03 Dec 2016
Contract Type
Full Time
Financial Planning Consultant



GBPCompetitive salary (dependent upon qualifications and experience)

My client has excellent opportunities for two experienced individuals to join a continuously growing Financial Planning department. We are an award winning professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.

Providing holistic advice to internal and external clients, being a good net-worker and business developer as well as a possible specialist Adviser, our ideal candidate will have dealt extensively with both private and corporate clients.

To be successful in this role, candidates will need to be able to pro-actively manage new client referrals to generate fee income for the business, whilst upholding the values of the firm in a compliant manner. The role requires candidates to adopt a discrete and confidential disposition whilst also having the interpersonal skills to communicate and interact with the technical support staff, other colleagues and external sources effectively.

The role will require a flexible individual who is able to cover areas throughout the North West, with occasional visits to our satellite offices.

The successful candidate will need to:
Be chartered, experienced - ideally with five years in an independent financial advisory role. Have extensive knowledge of pensions, investments, protection, tax planning and trust arrangements and be able to demonstrate good networking and business development skills.

For more information please contact Leanne at Applus Intec

To view other job opportunities with Velosi-Intec, why not download the Applus Velosi Jobs App - enter "ApplusVelosi Jobs App" into Google.

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Intec (UK) Ltd was established in 1980 by Engineers for Engineers. We deliver Global Recruitment Solutions within the Oil & Gas, Power, Nuclear, Utilities, Rail, Construction and Aerospace Sectors for Owner/Operators, Consultancies, Contractors and Sub-Contractors.

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