Financial Planner

Broadway, Worcestershire
£30,000 to £35,000 plus performance bonus
05 Oct 2016
02 Nov 2016
Contract Type
Full Time

Award-winning Financial Planning firm based in the Cotswolds seeks Financial Planner to complement their team.

The Firm

We are an award-winning Financial Planning firm providing high quality, bespoke Financial Planning advice to private individuals.  Based in Broadway in the Cotswolds, we pride ourselves on providing tailored advice based on lifetime cashflow forecasts.  As one of the few “Accredited” firms in the UK, we aim to not just meet but exceed our clients’ expectations and so work with a limited number of clients to enable us to do this.

The Role

As part of our firm’s growth, we are now looking for a qualified adviser who is seeking a long-term career path with a well-established and successful firm.  This role will require the servicing of existing clients together with the development of new clients with the aim of creating long-term relationships.  This role will be rewarded with an attractive package with genuine career progression and an opportunity to shape the future of this firm.  Supported by a great team, this role is office- based although some flexibility is possible.

The Person

With a high level of technical knowledge, you should be experienced in providing holistic, whole of market advice to individuals, preferably those in the retired market sector.  You should be passionate about providing life-changing advice to clients with great interpersonal skills, both with clients and colleagues.

If you are interested in learning more, please contact our Operations Manager, Claire Butler, with your CV to