The role
Were looking for a Consultant to join our clients Financial Planning team, to be based in our Yeovil/Weymouth offices and cover this geographical area. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.
The position will be supported by a team of Paraplanners and Sales Support Administrators, enabling you to focus on the advice process. Alongside this, wed look for you to develop strong relationships with our accountancy Partners and other professional connections, in order for new clients to be brought on board.
What we need from you