Financial Consultant

Job description

About the role Are you an experienced, level 4 qualified Paraplanner interested in combining that expertise with delivery of advice or an Adviser who writes your own suitability reports? We’re looking for people who are passionate about great client service to join our team of Financial Consultants. If you would like a role that combines advice and para-planning/suitability report writing for an established portfolio of clients, whose advice you can deliver remotely and which comes with a competitive salary and benefits, all as part of the financial planning team at Ascot LLoyd, then we’d love to hear from you. Ascot LLoyd helps people throughout the UK plan for their financial futures with our financial planning and advice services, and digital investing products. Everything we do is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference to helping our clients achieve their goals. Financial Consultants have responsibility for building and maintaining great relationships to deliver high quality financi...