Financial Planning Consultant

Overview

In this role you will support clients in achieving their financial goals through robust, ongoing planning and advice. You will operate within our growing Financial Planning Team at Kendal, leveraging a ready-made client bank and future business development opportunities. You will closely collaborate with cross-functional colleagues to maintain high standards and build trusted relationships. The role offers stability with growth potential in a values-driven firm focused on exemplary client service.

Pay / Benefits

• Salary sacrifice pension scheme with Life Cover (4x salary) and Income Protection
• Competitive annual leave and leave purchase scheme
• Smart Working policy for hybrid work
• Health Shield cash plan
• Employee Assistance Programme (24/7)
• Paid flu jabs and eye tests

Responsibilities

• Understand client objectives and deliver comprehensive, robust solutions
• Provide high-quality ongoing financial planning advice to clients
• Identify new prospects through targeted internal and external business development and convert them to clients
• Maintain and expand technical knowledge relevant to the role
• Achieve individual revenue targets
• Build and maintain a strong professional network and attend events to develop this further

Key requirements

• Full UK Driving Licence
• Level 4 Diploma in Financial Planning (minimum)
• Level 6 Advanced Diploma in Financial Planning (desirable)
• Knowledge of COBS (Conduct of Business)
• Knowledge of COCON (Code of Conduct)
• Minimum 2 years in an advisory role
• Knowledge of FCA Money Laundering SYSC
• Basic knowledge of accountancy services (Audit, Tax, Insolvency, Corporate Finance, VAT, Accounting)
• Excellent verbal and written communication skills
• Ability to prioritise under deadlines and work under pressure
• General IT skills
• Attention to detail for high-quality reports

• Excellent communication skills
• Strong organisational and time-management abilities
• Client-focused mindset
• COBS (Conduct of Business) knowledge
• COCON (Code of Conduct) knowledge
• SYSC (Money Laundering) knowledge

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