We are currently seeking experienced individuals who will be responsible for providing financial planning advice to both private and corporate clients. You would need to develop new business flows and provide a high-quality advice service, which is compliant, technically sound and documented effectively. 

Background and experience necessary:

  • Competent Adviser status with proven advisory experience.

  • Private client experience.

  • Smartly presented and articulate with the ability to communicate effectively.

  • Candidates must have a sound knowledge of financial matters, UK/Global economy and financial products. Proven ability to generate new business and evidence of strong networking ability are essential. It is necessary that candidates know how to identify cross selling opportunities.

Principal duties and responsibilities:

  • Meeting and fact-finding customers and providing them with financial advice.

  • Specific advice areas will be in the Retirement, Savings, Investment, Inheritance and Protection planning and general tax planning.

  • Preparation of advice letters/reports which sets out clearly what is to be done and for what cost.

  • Attending marketing events.

  • Close liaison with all account managers.

Essential skills

  •  Strong interpersonal and verbal/ written skills

  •  Computer literate

  •  Experience in Financial Planning

  •  Very presentable and confident in facing clients

  •  A hunger to succeed

  •  Excellent presentation skills

  •  Motivated

This is a unique opportunity to work alongside a team of highly experienced individuals who have a fantastic track record of winning business and you will be working in an environment that gives you both empowerment and responsibility.

If you would like to find out more information on how you can get involved then please fill the form out below

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