Financial Planning Consultant

  • £40,000 to £55,000
  • Salisbury, England, United Kingdom
  • Permanent, Full time
  • Nelson Scott LLP
  • 23 Sep 16

BASED IN SALISBURY Working for this diverse Financial Group you will provide advice relating to all holistic financial planning , in order to provide initial and on-going advice to new and existing clients Provide on-going servicing to clients by way of annual review meetings and valuation letters, ad-hoc meetings Must be qualified to at least RDR level 4 and hold a valid ‘Statement of Professional Standing’ (SPS) and pref be Chartered status or progressed substantially towards this qualification You should have 3 years plus experience as a Financial Planner within the Wiltshire region

  • Liaise with The Groups Partners within the office to explain the role of Financial Planning and any new initiatives

  • Maintain Statement of Professional Standing

  • Ensure Continued Professional Development is sufficient based on areas of work

  • Work with allocated Client Liaison Assistant to ensure Intelligent Office is fully up to date with all relevant client and Fact Find information

  • Work with allocated Client Liaison Assistant to ensure that administration is completed in a timely and effective manner

  • Liaise with Technical Services Paraplanners to keep abreast of product and market updates