Financial Planning Specialist
2 weeks ago
About the Role:
We are seeking a highly skilled Financial Planning Specialist to join our team at Independent Resourcing Consultancy Ltd. As a leading organization in the sector, we offer a unique advice proposition that has led to a significant increase in client demand.
Key Responsibilities:
- Advising clients on medium to longer term financial objectives in a face-to-face capacity.
- Offering areas of advice covering lump sum investment, retirement planning, life insurance, and general estate tax planning.
- Working alongside the Director of the European business to develop new business advice.
Requirements:
- A proven track record of success within an advisory or relationship management capacity.
- A minimum qualification of Level 4 RDR UK Diploma (or equivalent) and ideally Chartered.
- Transferable AUM and an active client base.
- A pro-active and entrepreneurial attitude with experience in generating new business.
Benefits:
- Self-employed split of business or employed with a competitive basic salary and bonus scheme.
- 25 days holiday plus bank holidays.
- Flexible working hours and the option to work from home or remotely.
- Full support of an in-house paraplanner.
- Support from an in-house marketing team for any campaigns.
- Full training in Repatriation and clients returning with offshore solutions.
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