Job Introduction
As a
Financial Planning Consultant, you’ll develop relationships with our customers, ensuring they receive the highest levels of service and provide them with a high quality initial point of contact with a fact finding meeting. Hours
Permanent full time 35 hours per week Closing Date
Thu, 14 Aug 2025 What’s In It For You
Annual discretionary bonus scheme 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days Holiday trading scheme allowing the ability to buy and sell additional annual leave days Matching employer pension contribution + 2% (up to 10% per annum dependent on employee selection) A commitment to training and development Private Medical What Will You Be Doing?
Work with branch teams and financial advice colleagues to partially deliver first meetings with new customers; including conversations on pensions, investments and inheritance tax and our current proposition. Prepare the customers for their follow on first meeting with the Financial Adviser, ensuring all information is gathered and entered onto our customer relationship management system that is pertinent to the advice and provide the adviser with all the soft facts to enable a smooth customer journey. Engage with the customer during the meeting to help them understand their objectives and goals for their money and motivations for taking financial advice. What Do We Need From You?
Be a natural communicator with a passion for delivering excellent customer service, with experience of speaking with customers face to face or via video link and building relationships with customers/colleagues. Thrive as part of a successful team, sharing best practice and being supportive to others; be self-motivated and capable of working on your own. Maintain strict quality and compliance standards and strong organisational skills for a high-volume, fast-paced environment. Be flexible and adaptable to change; quickly pick up new systems, processes and technology. Ideally aiming to progress within financial advice towards a Financial Adviser role; ideally with Regulated Diploma in Financial Advice (or near completion). Full support and training will be provided. We are looking for someone located in or around St Albans, Aylesbury, Chesham, Chalfont, Harrow or London. Initially the role is remote, with potential face-to-face meetings at branch locations as you progress to a Financial Adviser role. If you are looking for an exciting career that offers professional development and truly values its colleagues and customers, a career in financial advice could be for you. Seniority level
Not Applicable Employment type
Full-time Job function
Finance and Sales
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