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Financial Planner - Employed/clients provided

Posted 9 January by Exchange Street Financial Services Ended

One of wealth management’s most prestigious names, our client is a multiple award winning practice that has grown its assets under management and probability substantially in recent years and is extremely well placed to cement its position amongst the leading financial planning firms in the UK. As part of its ongoing growth plans they are currently seeking to speak with high calibre financial advisers from a banking, IFA or restricted background.

There are numerous reasons behind their success. The client proposition is excellent, offering a range and depth of services beyond many of its peers, enabling it to attract millions of new funds under management each day. It has a well-deserved reputation for the quality of service on offer, resulting in a client retention rate in excess of 98%. It has an exhaustive approach to the review and selection of its external providers that has helped it avoid issues that have plagued other firms within the sector. Not only that but it offers a dynamic, ambitious and entrepreneurial environment dedicated to getting the best out of their advisers.

The company has numerous offices that require good advisers to work with their existing clients and can offer a supportive, employed environment in which to operate. Applicants will be expected to be competent developers of new business but the resources are in place for individuals to have a good base to begin with.

Candidates will be hungry, ambitious and polished, with at least a Level 4 qualification. Personality is vital, as first-class training and technical support is on offer, so any development areas can be quickly looked at. However the drive, tenacity and professionalism to succeed must come from each applicant.

Required skills

  • Financial Planning
  • Wealth Management

Reference: 31437856

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