Astral Recruitment
Financial Planning Consultant (1)
Job Description:
Financial Planning Consultant
Location: Linlithgow
Salary: 60k (potential performance earnings 80k-90k)
Vincent John Throp is a financial planning consultancy with over two decades’ experience in financial planning and wealth management.
We have been working with clients throughout the UK since 1996 and put our success down to our attention to building lasting relationships, as well as our financial planning acumen.
Our approach is thorough and professional. We listen to you in detail and tailor our advice around your unique needs, looking beyond your money to gain insight into your life goals. That way, you can be confident your decisions are both financially prudent and personally meaningful.
The candidate will be responsible for the following:
- Looking after and developing the company’s portfolio of clients on a fee basis.
- Seek and develop new external business opportunities.
- The candidate should be experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning
- The candidate should be experienced in obtaining business from professionals.
Skills Required
- Experienced in all areas of financial planning
- Candidate should have a Diploma Status
- An ability to meet clients’ expectations and provide them with a regular comprehensive level of service along with the ability to develop new business.
- Numerate and high level of literacy
- Good communicator
Required attributes
- Hardworking and prepared to go the "the extra mile" to ensure that work is done on time and at a high standard.
- High attention to detail.
- Comfortable preparing letters and reports.
- Able to work under pressure to meet specific targets and deadlines.
- Possesses a team ethic and prepared to assist others.
- Well-spoken and confident dealing with a wide range of individuals including clients and other professionals.
- Prepared to learn and invest time to maximize their potential.