This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Financial Advice opportunity. They will support your personal development, pay bonuses and have a whole range of additional benefits. The role would suit an individual who wants to also give advice and therefore be suitably qualified ideally chartered or happy to work towards.
You should be reliable, methodical and a hardworking individual. Combined experience in management, Compliance, report writing and client facing roles with a strong technical knowledge. Keen to progress within the Financial Services Industry and has a strong work ethic with exceptional skills working as part of a team. Strong Bias towards Pensions and must have experience of Voyant. This opportunity would suit an experienced Planner looking for progression to Managing Partner. AF3 qualification preferred.
As a Financial Adviser you will support the delivery of the financial planning and advice process to clients
To be successful you will need to have Financial Advice experience and have working knowledge of a wide variety of financial products. You will also need to be Diploma level 4 and have the ambition to achieve Chartered if not already done so.
Your benefits will include
- Hybrid working after training
- Pension contributions
- Holidays are 25 plus bank holidays, 3 to be taken at Christmas close down.
- Other benefits will be discussed at interview.
There will be a requirement to come to the office for hands on work, training or personal development.
Excellent salary and benefits. Negotiable.