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Financial Planner

Posted 5 days ago

  • Swindon, Wiltshire
  • Any
  • External
  • Expires In 3 months
Job DescriptionJob Title: Financial PlannerLocation: SwindonMinimum Requirements: Holds a Level 4 Qualification in Financial Advice, or relevant professional experienceOpportunity: 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 mindsetSomeone who thrives on developing strong and lasting professional relationships with clients, both in person and remotelyA 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 outcomesWhat their offering looks like:New business and marketing support which includes lead generationOpportunity to take a management stake within the businessThis business offers back office support for AdvisersOpportunity and support with becoming CharteredCompetitive employed contract and perksThis 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.
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