Check out the role overview below If you are confident you have got the right skills and experience, apply today.
Financial Planning Consultant
Location - City of London
Hours - Full Time
Salary - Up to £50,000 pa (DoE) + a share of fee income generated
This is an exciting and rewarding opportunity to join Lombard Private Clients, an Appointed Representative of St. James's Place Wealth Management plc
At Lombard Private Clients we are on a mission to help entrepreneurs and private client families secure their financial future. It is our belief that money can be invested responsibly and be a positive force in the world.
We are passionate about helping entrepreneurs and private client families achieve financial wellbeing and giving them clarity on their financial future.
Our values are Clarity, Simplicity & Impact
The Role: Financial Planning Consultant
Job Outline: We are looking for a driven and ambitious Financial Adviser to join our growing team to build client relationships in the private client and entrepreneurial community.
As someone who lives and breathes financial planning and has their finger on the pulse, you'll be responsible for engaging our community, helping to turn prospects into clients, and clients into ambassadors.
- Build and develop trusted relationships with high calibre prospects & clients
- Deliver first class advice and financial planning strategies to improve client outcomes
What are we looking for in you?
- You are a driven individual who is looking to continue to build their career at a high-performing private client business
- You live & breathe financial planning and investment and have your finger on the pulse of entrepreneurship
- A pragmatic thinker with excellent attention to detail
- You are a curious and collaborative person who has a willingness to start conversations, get stuck in and thrive in a continuous improvement culture
- Naturally personable, a great communicator, and passionate about doing a great job whilst enjoying day-to-day working life
Experience & Skills:
- Demonstrable experience in proactively creating new business opportunities
- 2+ years' experience being xgikmsk a regulated financial adviser (CAS)
- 3+ years in financial services with a strong technical ability is essential
- Excellent relationship building with the ability to develop rapport
- High level of literacy, numeracy, and IT competency, ideally with experience of maximising CRM systems (Salesforce)
- Ability to understand data and use it effectively to create opportunities
- Strong organisational skills with excellent attention to detail
- Self-starter with the ability to work independently and as part of a team
What's in it for you:
- Opportunity to join an award-winning team Please click on the apply button to read the full job description
Financial Planning Consultant employer: Burgh Recruitment
St. James’s Place plc is an exceptional employer, offering a dynamic work environment where high-quality financial planning meets outstanding client service. With a strong focus on employee development and a culture that values collaboration and innovation, you will have ample opportunities for professional growth while contributing to a meaningful client journey in the heart of the financial sector.
