Consultant, Financial Planning

The role

Were looking for a Consultant to join our clients Financial Planning team, to be based in our Yeovil/Weymouth offices and cover this geographical area. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.

The position will be supported by a team of Paraplanners and Sales Support Administrators, enabling you to focus on the advice process. Alongside this, wed look for you to develop strong relationships with our accountancy Partners and other professional connections, in order for new clients to be brought on board.

What we need from you

• A commercial focus, with experience in a fee based environment and working amongst professional connections
• Chartered status or status achievable within 12-18 months and thereafter the attainment of additional specialist qualifications
• A love of networking in order to develop the business and team
• Professionalism, and ideally experience of building relationships with introducers both inside and outside of the firm
• Presentation and public speaking skills
• Experience of using Intelligent Office (IO) client database/back office and paperless office systems
• The ability to deal with e-commerce and paperless technology