Back to search
Are you an experienced Financial Planner, looking for an employed role with an enviable client bank provided?
This role would suit a (preferably) chartered individual, committed to lifestyle financial planning and looking to build a career in a progressive boutique financial planning firm.
Due to continued success in providing advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser, you will come into an established group of clients, and working with the managing director as they consistently develop business going forward.
Duties for this role will include:
- Provide expert advice on all areas of lifestyle financial planning.
- Conduct comprehensive review meetings to understand their goals, objectives and financial needs.
- Develop effective sustainable relationships with clients, their families & professional connections.
- Analyse information, conduct research, maintain comprehensive records and prepare financial planning reports.
- Maintain high level of personal development ensuring an up-to-date knowledge of industry trends, regulations, and best practice.
This is an excellent role within a forward thinking and close-knit firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. There are also long-term opportunities to be a key part of the wider business.
Package will consist of basic plus bonus and benefits.
By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
