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Financial Planning Consultant, Warwickshire
- UK - Warwickshire
- £35000 - £40000 per annum
- Full-Time Permanent
- Financial Services - IFA
- Hays Insurance & Financial Services
- 12-08-08
Job Description
An outstanding opportunity to join a well established, dynamic employee benefits management company.
Job Role:
- Working with a port folio of existing clients, initially with regard to undertaking GPP enrolments, primarily for high earners
- Provide holistic Financial Planning to HNW individuals within the existing GPP client base
- Develop Financial Planning relationships with HNW individuals referred by the EB Consultants
- Help deliver a high quality Financial Planning proposition that focuses on building long term relationships
Skills :
- Minimum certificate in Financial Planning, preferably Diploma
- Highly client focused with a desire for excellence
- Self motivated with excellent communication skills
- Minimum two years experience of providing HNW financial planning to the professional services market
Salary £35,000 - £40,000 + BONUS + car allowance and full benefits
Job Role:
- Working with a port folio of existing clients, initially with regard to undertaking GPP enrolments, primarily for high earners
- Provide holistic Financial Planning to HNW individuals within the existing GPP client base
- Develop Financial Planning relationships with HNW individuals referred by the EB Consultants
- Help deliver a high quality Financial Planning proposition that focuses on building long term relationships
Skills :
- Minimum certificate in Financial Planning, preferably Diploma
- Highly client focused with a desire for excellence
- Self motivated with excellent communication skills
- Minimum two years experience of providing HNW financial planning to the professional services market
Salary £35,000 - £40,000 + BONUS + car allowance and full benefits
- Angela Liscombe
- 188155
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