3 days ago Be among the first 25 applicantsDirect message the job poster from Morgan McKinleyManager - Banking & Financial Services at Morgan McKinleyOur client is growing — both organically and through acquisitions — and are seeking a Financial Planning Consultant to join their employee benefits business in a senior role.This is a fantastic opportunity to work with a strong portfolio of individual clients, delivering tailored advice on retirement planning and broader financial wellbeing, while also supporting member services across corporate clients.Reporting to: Head of Financial PlanningFocus: Individual financial advice, client growth, and member servicesWhat you’ll be doing:Deliver expert financial planning advice to individual clientsSupport corporate clients with high-quality member servicesBuild and grow your own client portfolioHelp mentor and develop junior team membersWhat we’re looking for:QFA-qualified (CFP a bonus)Proven experience in individual financial advice & employee benefitsStrong relationship-building and business development skillsDeep knowledge of pensions, investments & financial productsClient-first mindset with commercial acumenSeniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance
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