In this employed Financial Advisor job, you will regularly receive high quality client enquiries for you to provide holistic financial planning and cashflow modelling.
The business recognises the benefits of active collaboration with other professional services, therefore has key relationships with solicitors, tax specialists, accountants, commercial finance and legal experts. As a result of the 2-way relationship, they regularly receive quality referrals.
The business regularly provides financial advice to HNW clients.
Full paraplanning support provided to their Financial Advisors from highly knowledgeable support team.
Financial Advisors holding or working towards Chartered exams would be beneficial, but not essential.
Financial Advisor Requirements
This boutique, independent, Chartered Financial Planning firm puts the clients’ personal vision and aspirations at the heart of the matter and focus on growing and protecting their wealth. The business is led by highly respected Directors with strong technical financial planning knowledge and strategic business management skills.
Financial Advisor Benefits
Within reasonable distance of Newbury
Call us now on 0208 0044 154 or click Apply
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.