Due to continued growth, our client a respected independent accountancy and business advisory firm operating across the North of England and Scotland is seeking a Financial Planning Consultant to join its Financial Planning Team based in Glasgow.
What you'll do
- Understand client objectives and deliver tailored financial planning solutions
- Provide consistent, high-quality ongoing advice
- Drive business development by identifying and converting new prospects
- Maintain up-to-date technical knowledge relevant to the role
- Achieve individual revenue targets
- Build and expand professional networks through events and engagement
What you'll need
- Full UK Driving Licence
- Minimum Level 4 Diploma in Financial Planning (Level 6 desirable)
- At least 2 years' advisory experience in the financial services industry
- Strong understanding of COBS, COCON, and FCA ...