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Manager - Banking & Financial Services at Morgan McKinley Our 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 Planning
Focus: Individual financial advice, client growth, and member services
What you'll be doing: Deliver expert financial planning advice to individual clients Support corporate clients with high-quality member services Build and grow your own client portfolio Help mentor and develop junior team members What we're looking for: QFA-qualified (CFP a bonus) Proven experience in individual financial advice & employee benefits Strong relationship-building and business development skills Deep knowledge of pensions, investments & financial products Client-first mindset with commercial acumen Seniority level Mid-Senior level
Employment type Full-time
Job function Finance
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