Financial Planning Consultant

Job Ref: JO-2111-24418_1637759629
Sector: Office
Job Type: Permanent
Date Added: 24 November 2021
  • Edinburgh Edinburgh Edinburgh Scotland EH3 7AL
  • Blue Arrow
Blue Arrow


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Blue Arrow are currently recruiting for a Financial Planning Consultant for our client based in West Lothian. This an exciting opportunity for an experienced Relationship Manager who is looking to progress into a Financial Advisor role long term. This is rare opportunity to join a modern, dynamic company who offer genuine career progression and support from day one.

Main duties and responsibilities

  • Manage client records via internal and external systems, ensuring they are updated accurately
  • Contact clients to arrange appointments, following up on new business opportunities
  • Prepare files for key client meetings
  • Obtain existing product information to produce valuations and projections etc
  • Keep in regular dialogue with providers with regards to the transfer process
  • Respond to client enquiries via email and telephone
  • Maintain new business log
  • Check monthly fee payments as well new business fees
  • Produce monthly performance reports
  • Marketing full range of products, including Pension planning, Retirement planning, Investment/savings, Mortgage advice and Inheritance tax planning

Relevant skills/Experience

  • Understanding of the Financial Services market, specifically the role of an advisor, Life insurance and investment products, UK taxation regime and principals of fund manager
  • High attention to detail
  • High level of sales skills with evidence of past and present sales productivity
  • Ablet to demonstrate track record of successful client servicing
  • Strong knowledge of administration functionality
  • Able to construct a viable business plan
  • Strong communication skills within a client facing environment, both written and verbal
  • IT literate with experience of MS packages Outlook, Word and Excel
  • Team player
  • Ability to deliver to tight deadlines
  • Highly organised
Blue Arrow
25/12/2021 13:13:49
GBP 24000.00 24000.00

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