Financial Advice Consultant


Financial Advice Consultant




Yvette Kingston
Alexander are recruiting for Financial Advice Consultant in Surrey! A fantastic opportunity to join a fast-growing Wealth Management Firm on hybrid model. This role is ideally suited to a Consultant who has the relevant CII Pensions Qualifications and who is potentially looking to progress into a full advisory role later down the line.

This role sits within the Member Advise Team where you'd be responsible for advising Pension Scheme Members and individuals regarding their financial plans, to provide additional support in larger scale projects such as Pension Transfers exercises, to act as a point of contact for certain corporate Clients or Trustee Clients relationships and build strong working relationships.

The successful candidates will have a strong understanding of Defined Benefits and Pension Freedoms. A good knowledge of the Financial Planning process alongside with a recognised CII Pensions qualification or the intention to study towards this qualification.

Location: CR0 1LF

Posting date: 10/01/2022

Closing date: 08/02/2022

Please quote 47939 when calling Yvette at Alexander Lloyd or email them at This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.