Job Description
Job Title: Financial Planner
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Location: Swindon
Minimum Requirements: Holds a Level 4 Qualification in Financial Advice, or relevant professional experience
Opportunity: We have had fantastic growth in one of our established Partner practices based in Swindon and with that, it means they are looking to expand.
Are you:
- Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic, and ambitious?
- Someone who has a client-centric approach and mindset
- Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely
- A capable self-starter who can maximise the support structure behind you to achieve your aspirations and potential?
- Someone who cares deeply about best practice, strong team spirit and positive client outcomes
What their offering looks like:
- New business and marketing support which includes lead generation
- Opportunity to take a management stake within the business
- This business offers back office support for Advisers
- Opportunity and support with becoming Chartered
- Competitive employed contract and perks
This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.
If this sounds like the next step for you, please apply.