{"id":160557,"date":"2026-03-18T04:29:35","date_gmt":"2026-03-18T04:29:35","guid":{"rendered":"https:\/\/www.whitehattoolbox.com\/jobs\/were-hiring-financial-planning-consultant\/"},"modified":"2026-03-18T04:29:35","modified_gmt":"2026-03-18T04:29:35","slug":"were-hiring-financial-planning-consultant","status":"publish","type":"post","link":"https:\/\/www.whitehattoolbox.com\/jobs\/were-hiring-financial-planning-consultant\/","title":{"rendered":"We\u2019re Hiring Financial Planning Consultant"},"content":{"rendered":"<p>Our client, a highly respected, client-centric financial services firm is hiring a Financial Planning Consultant. In this role, you will drive new business and provide expert advisory services across pre- and post-retirement planning, pensions, and protection products.<span class=\"br\"><\/span><b>Skills<\/b><\/p>\n<ul>\n<li>QFA is essential. (Further qualifications such as CFP, MIIPM, AIIPM, QPT, or PTP are highly advantageous).<\/li>\n<li>Proven track record in financial planning, lead generation, and client relationship management.<\/li>\n<li>Exceptional communication, organisational, and presentation skills.<\/li>\n<li>A strong desire to grow within the role and pursue continuous professional development (e.g., PMI\/APA).<\/li>\n<\/ul>\n<p><b>Responsibilities<\/b><\/p>\n<ul>\n<li>Generate leads, develop new business opportunities, and provide tailored financial advice to both prospective and existing clients.<\/li>\n<li>Build and maintain high-value relationships, consistently achieving team-based goals and commercial targets.<\/li>\n<li>Confidently represent the firm by presenting at client sites, hosting Employee Benefit clinics, and attending Trustee\/Pension Committee meetings.<\/li>\n<li>Manage local initiatives that contribute to and enhance the team&#8217;s overall financial planning proposition.<\/li>\n<li>Deliver best-in-class, compliant advice while adhering strictly to company policies and regulatory procedures.<\/li>\n<\/ul>\n<p><center><b><a rel=\"nofollow noopener\" href=\"https:\/\/jobviewtrack.com\/v2\/0jzOvFnbu2jny8oYVRLe3IAyM8960jchLdIO-LU4CMG-GL-PpTyeIPGb67JQ_NwXamYf3GkJE0-vw1Wh4LdM4hRFy9mEIBe7y2a9n5KHDUU9DLEdw3qXRJwJNMpw2NnVMe-7AdExtiRF0xy9UNOor6Bh-LMlsYkLqu79E_TCFXX8TMc1dDSUXd_TwMTJKA9mC-1ZkKNQxv644eNToWDGSQ?affid=1e18623d919a855447a16dd0557b1bec\" class=\"button purchase\" target=\"_blank\">Apply Now<\/a> <\/b><\/center><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our client, a highly respected, client-centric financial services firm is hiring a Financial Planning Consultant. In this role, you will drive new business and provide expert advisory services across pre- and post-retirement planning, pensions, and protection products. Skills QFA is essential. (Further qualifications such as CFP, MIIPM, AIIPM, QPT, or PTP are highly advantageous). Proven<\/p>\n","protected":false},"author":1,"featured_media":160569,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[221,16],"tags":[],"class_list":["post-160557","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-jobs-in-dublin","category-jobs-in-usa"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.whitehattoolbox.com\/jobs\/wp-content\/uploads\/2026\/03\/160557-were-hiring-financial-planning-consultant.png?fit=%2C&ssl=1","jetpack-related-posts":[{"id":102036,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/tax-accountant-remote-5\/","url_meta":{"origin":160557,"position":0},"title":"Tax Accountant &#8211; Remote","author":"Admin","date":"August 6, 2025","format":false,"excerpt":"Tax Accountant - Remote - Indianapolis, IN Who: An experienced tax professional with at least 3 years of public accounting experience. What: Prepare and review tax returns for individuals, LLCs, and corporations while supporting client financial planning. When: Position available immediately. Where: Remote. Why: Help guide clients through complex financial\u2026","rel":"","context":"In &quot;Jobs In USA&quot;","block_context":{"text":"Jobs In USA","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-usa\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":100086,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/family-office-financial-affairs-consultant\/","url_meta":{"origin":160557,"position":1},"title":"Family Office &#038; Financial Affairs Consultant","author":"Admin","date":"July 31, 2025","format":false,"excerpt":"We are seeking a discreet, proactive, and highly resourceful Family Office & Financial Affairs Manager to serve as the single point of coordination for the Hakam family\u2019s finances, family affairs, and long-term planning. This role is ideal for someone with private wealth, tax advisory, or family office experience who can\u2026","rel":"","context":"In &quot;Jobs In South Africa&quot;","block_context":{"text":"Jobs In South Africa","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-south-africa\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":102705,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/financial-services-consultant-kuala-selangor-branch-my-slm\/","url_meta":{"origin":160557,"position":2},"title":"Financial Services Consultant, Kuala Selangor Branch MY (SLM)","author":"Admin","date":"August 8, 2025","format":false,"excerpt":"Job Category: Sales Job Description: Sales Planning & Execution To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank's existing and potential customers. To provide professional advice a...","rel":"","context":"In &quot;Jobs In Malaysia&quot;","block_context":{"text":"Jobs In Malaysia","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-malaysia\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":102707,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/financial-services-consultant-batu-berendam-branch-my-slm\/","url_meta":{"origin":160557,"position":3},"title":"Financial Services Consultant, Batu Berendam Branch MY (SLM)","author":"Admin","date":"August 8, 2025","format":false,"excerpt":"Job Category: Sales Job Description: Sales Planning \u2022 To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank's existing and potential customers. To provide professional advice and on appr...","rel":"","context":"In &quot;Jobs In Malaysia&quot;","block_context":{"text":"Jobs In Malaysia","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-malaysia\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":139353,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/were-hiring-software-engineer-insurance-application-support-troubleshooting\/","url_meta":{"origin":160557,"position":4},"title":"We\u2019re Hiring Software Engineer (Insurance Application Support &#038; Troubleshooting)","author":"Admin","date":"February 14, 2026","format":false,"excerpt":"About the Client Our client is a well-established life insurance provider offering financial planning and protection solutions tailored to individuals at different life stages. It distributes its products through an extensive network of branches, agents, brokers, and bancassurance channels to ensure broad market reach. The organization focuses on customer-centric services\u2026","rel":"","context":"In &quot;IT Jobs&quot;","block_context":{"text":"IT Jobs","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-india\/it-jobs\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":144670,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/were-hiring-aml-manager\/","url_meta":{"origin":160557,"position":5},"title":"We\u2019re Hiring AML Manager","author":"Admin","date":"February 21, 2026","format":false,"excerpt":"Job Title: AML Consultant \/ Manager Location: Dublin (Hybrid - 3 days in office) Contract: 12-Month Contract (Potential to Extend) About the Role A leading financial services organisation is seeking an experienced AML Consultant \/ Manager to join their Transfer Agency team on a 12-month maternity cover contract. This is\u2026","rel":"","context":"In &quot;Jobs in Dublin&quot;","block_context":{"text":"Jobs in Dublin","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-usa\/jobs-in-dublin\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/pg9e9d-FLD","_links":{"self":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/posts\/160557","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/comments?post=160557"}],"version-history":[{"count":0,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/posts\/160557\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/media\/160569"}],"wp:attachment":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/media?parent=160557"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/categories?post=160557"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/tags?post=160557"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}