Private Clients Consultant

We’re hiring for a Private Clients Consultant to support our growing wealth team. To keep up with our growth in the UK and Ireland, we’re looking for a trusted adviser to full financial planning clients and clients who want an initial primary advice service.

We’re looking for someone with:

• Excellent communication and interpersonal skills, and self-motivated
• Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully
• Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally
• Background in financial advice – QFA essential
• CFP desirable or commitment to complete CFP imminently

Using these skills, you’ll be:

• A trusted adviser to our clients
• Recommend and provide solutions to meet client’s needs while also developing lasting relationships
• Undertaking a full review of the client’s financial needs and goals
• Producing a comprehensive report detailing relevant fact-finding information and recommendation based on clients’ goals
• Work alongside the sales and marketing team to deliver effective and engaging marketing activities/communications for clients
• Deliver Financial Wellness seminars to employees of our corporate partners
• Manage internal and external relationships to drive referral network

Who is NFP?
With over 600 people in the UK and Ireland and over 8,000 employees worldwide, NFP is part of the Aon group and specialise in helping businesses in four core areas:

• Insurance (helping them manage key risks)
• Health and safety (supporting them to create a safer workplace for their employees)
• Employee benefits (helping them reward their people more effectively)
• HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What you’ll love about working here
• working in a dynamic, fast-paced organisation in an exciting industry
• the opportunity to do globally impactful work from day one
• learning from industry and business line specialists with decades of experience
• a huge variety of projects to work on and challenges to solve
• our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being
• a rich suite of employee benefits and out-of-work perk

The great benefits we offer:

Finances
It’s important to know you’re paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind.
• Matched employer pension contributions
• Life Assurance and Group Income Protection
• Lifestyle discounts for well-known brands

Work-life balance
We appreciate the importance of your life outside of work and the benefits of an effective work-life balance. That’s why our policies and culture respect your ability to be flexible, helping you be your best self both in and out of the office.
• Opportunity for hybrid working
• Generous annual leave allowance

Health and wellbeing
We firmly believe in supporting the whole person, not just the employee. At NFP, you have access to a number of initiatives and resources designed to support your physical and mental health and wellbeing.
• Comprehensive Private healthcare
• Healthcare cash plan
• Additional days off throughout the year to focus on your wellbeing

Charity and community work
At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you’ll be able to join us in making a real difference.
• Numerous charity fundraising challenges and events throughout the year
• Opportunities to volunteer and give back to the community
• Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of work

Social
It’s not all hard work; we also love to let our hair down. By providing plenty of opportunities to socialise with your colleagues throughout the year, we help ensure our people get on personally as well as professionally.
• Two large employee events every year for summer and Christmas
• Enjoy out-of-work events and socials to get to know your team better
• Good office locations with plenty of opportunity to socialise outside of work

Inclusion and belonging
We’re proud holders of Insurance Business Magazine’s 5-Star Inclusion and Belonging Employer award. Through our dedicated Inclusion and Belonging committee, we hold educational events that foster a culture of curiosity, not judgement.
• A dedicated Inclusion and Belonging Committee, supported by our Global Advisory Board
• Inclusive policies and procedures to ensure all of our people are treated fairly
• Access to Business Resource Groups that can support with multiple of key challenges

NFP and You… Better Together!

NFP is an inclusive Equal Employment Opportunity employer.