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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.

Wealth Management administrator

We are seeking an experienced administrator with a minimum of 2 years’ experience used to working within a busy environment. You will have excellent organisational and customer service skills and be adept with technology. Any experience of working with Curo would be particularly useful.

You will be used to taking responsibility and using your iniative.

A minimum salary of £25K plus bonus and excellent benefits are available to the successful candidate, along with the option of working both from home and in the office. We are very supportive of our staff undertaking qualifications to further their careers.

Trainee Wealth Management administrator

An opportunity now exists for a sixth form leaver or graduate looking to develop a career within wealth management. We are looking for an aspirational entry level candidate to work within our Operations department. You will be expected to study for the CII exams whilst learning the skills required to ensure the smooth processing of our clients’ financial planning outcomes.