Part‑time Unit Trust Consultant (Nationwide)

About the role

The Unit Trust Consultant will support clients in planning their retirement by recommending Public Mutual unit trusts and PRS products. This part‑time, hybrid position offers extensive training and the chance to build a passive‑income stream while maintaining work‑life balance.

Key responsibilities

• Engage prospective and existing clients to assess their financial goals.
• Promote and explain unit trust and PRS investment solutions.
• Prepare personalised investment plans that align with sustainable retirement objectives.
• Maintain accurate client records and follow compliance guidelines.
• Participate in regular training workshops and product updates.

Required profile

• Strong interest in financial planning and investment products.
• Excellent communication and interpersonal abilities.
• Self‑motivated with a focus on delivering client‑centric solutions.

Required skills

• Understanding of unit trust and PRS investment products.

What we offer

• Comprehensive training and continuous professional development.
• Access to free holiday packages across Europe, the US, Australia and Asia.
• Hybrid work arrangement with flexible scheduling.
• Potential for passive income through commission structures.