t: (+44) 1799 521017
inspired | bespoke | assured


As a result of ongoing expansion, we are looking to add a Financial Planner and Wealth Management administrator to our team.

Financial Planner

We are looking ideally for a CII Chartered qualified professional with at least 2 years of advisory experience but will also consider a level 4 qualified individual who is close to achieving level 6.

You will be comfortable providing high quality and varied advice solutions to both high net worth individuals and families. You will be allocated a substantial number of clients as well as being responsible to generate new clients for the business. It is envisaged that you have a reasonable client base yourself.

Experience of working with corporate customers would be an advantage as this is an area of focus. A working knowledge of Voyant cash flow forecasting, Finametrica risk profiling and efficient frontier asset allocation will be useful. Mortgage and equity release qualifications would be put to good use as this is currently a very busy area.

A very competitive salary with bonus and excellent benefits are available, along with flexible location working.