We are seeking a Financial Planning Consultant (Relationship Manager) for a well established and trusted advisory firm in Reading. As a Financial Planning Consultant you will be responsible for servicing an existing book of clients, using your proven financial advisory skills, ensuring you are hitting targets. This opportunity would suit a new financial adviser or someone looking for more of a servicing adviser role.
- Previous experience within an IFA role
- Excellent communication skills (verbal and written)
- Motivated by targets and a strong desire to exceed
- Chartered or Certified Financial Planner qualifications are preferable