Job: Employed Financial Consultant

Our client is seeking to grow their operation by recruiting a further financial consultant to join their team.

The candidate will be responsible for setting up client meetings, conducting indepth reviews, designing financial strategies, making professional connections with accountants, solicitors, and mortgage brokers, keeping up to date with new financial products and changes in legislation, whilst having an RDR approach to advising.

The firm service genuinely HNW clients with financial planning needs that include pensions, investments and protection.

This is a highly professional environment so will require individuals with a client centric approach, a strong record as an adviser and be well on their way to achieving diploma status. Whilst the organisation can give access to wealthy clients through the recent recruitment of a business development consultant, it is necessary that any applicant has their own client base that will enable them to cover their own costs, whilst developing further business to make the venture increasingly profitable for both parties. Individuals without their own client resource will not be considered for this position.

The successful candidate will benefit from working within a company who are currently on track to achieve chartered status by the end of the year, are located in beautiful rural surroundings, have a very strong brand, an excellent level of technical support and are offering an excellent employed package with unlimited bonus potential.

For a confidential converstaion please contact Diana Broughton
diana.broughton@ddb-consultancy.com 07855 612 332