Consultant | Financial Advice Industry | FT-WFH  

Consultant | Financial Advice Industry | FT-WFH  

A fantastic opportunity to be a member of a successful expanding Financial Planning consulting business with a national growing client base developed over 20 years. 

  • Mature Boutique Financial Planning specialists 
  • Large contact Database & CRM 
  • Dedicated Marketing & Admin support 
  • Mentoring and high earnings potential 

This role will suit an experienced recruitment professional seeking to further develop their career, with an interest or experience in the Financial Advice sector. 

The Business

Recruit 2 Advice | Financial Planning Recruitment | Consultant

Mature Boutique, ‘high touch’ financial advice sector specialists with national C+Suite relationships to leverage and a fast growing national footprint. Dynamic, innovative, fast paced business with market leading management. 

You will be joining a growing team of highly skilled Consultants and Client Service specialists servicing a large and loyal base of client groups. Our unique model, tech stack and industry specialisation will allow the best to multiple billings x 5. 

  • 25 years pure Wealth Management & Financial Planning experience.  
  • Leverage C+ Suite Relationships & 2500 industry contacts 
  • Dedicated Group Marketing and Tailored Consultant Marketing Support 
  • New Website with Client Portal and Candidate Management facilities 
  • CRM and Tech stack fully integrated 
  • Professional Industry Association memberships 
  • Dedicated Administration & Client Services Support 
  • Associate Advisers to support Resourcing & Candidate Management 
  • Mentoring & Coaching  

The Position

The primary objective of the role is to provide a high level service to clients providing education and market updates to support their on-going resourcing and talent requirements. You will also provide support to a large database of Financial Planners with enquiries, client and market reviews and career advice  

The position will work closely with marketing and the business development function. 


  • Maintain an ongoing client research/prospect list and business plan to generate a steady flow of new clients and assignments. 
  • Commercial engagement and consistent sales of consulting services. 
  • Develop and maintain a consistent profile to market, develop ongoing narrative supported with marketing, research and intel. 
  • Develop and maintain a network of contacts to generate a steady flow of qualified “A-Grade” candidates. 
  • Maintain consistent advertising presence and attract high quality candidates. 
  • Delivery of consulting services pursuing a consistent quality professional process. 
  • Re-active and Pro-active communications with clients to build profile and support recruitment activities.  
  • Ensure accuracy and updated version of all documentation held on Job Adder 
  • Active member of national business development team 
  • Adhere to all relevant company policies and privacy obligations 

The Benefits

The opportunity to apply your professional capabilities in a highly focused financial advice consulting firm with strong existing client relationships.   

Display your passion for Recruitment in a business with a sole focus on providing outstanding advice and educational services.  

Benefit from a high level of interaction with a team of highly skilled professionals to develop and enhance your consulting career. Continued professional training and development leading to advancement and a senior role in the business. 

The Person – ‘YOU’

 Ideal applicants will have 2-3 years or more experience in the recruitment industry as a Consultant or in a Client Service or Administration role.

  • Knowledge of the Financial Advice Industry 
  • Experience with Job Adder preferred 
  • High level negotiation capabilities and sales experience preferred 
  • Strong problem-solving ability 
  • Experience in delivering high quality client service 
  • A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team 
  • Well organised with excellent attention to detail 
  • The ability to manage multiple tasks and deliver to deadlines 
  • An adaptable and flexible nature 


A highly attractive base salary package will be provided to the successful applicant including monthly retainer, plus full time WFH package including Laptop, Wi-Fi and Mobile allowance. Scaled revenue share and pathway to equity / partnership. Professional memberships, expense account and annual conference. 

Our unique model, tech stack and industry specialisation will allow the best to multiple billings x 5. We want to recognise and reward your success. 

Job Category: Consultant
Job Type: Full Time
Job Location: Work From Home
Experience: 2-3 years

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