Both of the following vacancies represent opportunities to work in a genuinely fee based environment where hourly charging means giving clients totally impartial advice, with no agenda to gather assets under management. We work with a wide range of clients, many of whom are high net worth and ultra high net worth, often with complex situations, where their common aim is to benefit from life changing professional financial advice and management.
Our work with clients extends far beyond financial products, including, taxation, social impact investing, intergenerational planning, as well as the more traditional pensions and investment IFA roles. This means that we are able to offer our advisers and support staff a stimulating environment whilst dealing with a broad range of issues.
Additionally, as an employee of an Employee Ownership Trust, you become a genuine partner in the business and can benefit from its success.
We are seeking a newly or near level 4 qualified financial planner to join a well established fee based Chartered Financial Planning firm with a refreshingly different approach
Please contact Olivia Jennings for more details: [email protected]
Paraplanner/Financial Planning Assistant to join our team. The ideal candidate will be university educated with a couple of years’ experience in financial services, preferably financial planning.
If you are interested in this role please contact Olivia Jennings [email protected]