Financial Consultant

Financial Consultant – Pru Life UK

We are looking for a motivated and client‑focused Financial Consultant to join our team. In this role you will deliver expert financial advice and life insurance solutions.

Key Responsibilities

• Conduct one‑on‑one client consultations to assess financial goals, needs, and existing coverage.
• Create detailed financial plans and strategies addressing life insurance, retirement planning, and investment strategies.
• Recommend and explain insurance products that best meet clients’ financial goals and risk profiles.
• Review and manage clients’ insurance portfolios, recommending adjustments for optimal performance.
• Ensure all financial advice and transactions comply with industry regulations and company policies.
• Build and maintain strong client relationships through follow‑ups, excellent customer service, and tailored solutions.
• Stay updated on market trends, ins...