ThisparticularrolewillticktheboxesifyouarelookingforClients,anemployedcontractandalsosomeflexibilityonOffice/Homeworking!
ThisisatrueIFAposition.
TheRole
WereseekinganexperiencedFinancialPlannertojoinagrowingadvisoryteam.Thisisafantasticopportunityforahighlyqualifiedprofessionaltoworkwithanestablishedclientbaseandcontributetothecontinuedsuccessofourbusiness.
Youwilldelivertailored,holisticfinancialadviceacrossarangeofareas,includinginvestments,pensions,retirementplanning,estateplanning,andprotectionensuringclientsachievetheirfinancialgoalswithclarityandconfidence.
KeyResponsibilities
Provideexpert,independentfinancialplanningandadvicetonewandexistingclients.
Buildandmaintainlong-termclientrelationshipsbasedontrustandintegrity.
Conductcomprehensivefinancialreviewsandcreatebespokefinancialplans.
Workcloselywithparaplanningandadministrativeteamstodeliverexceptionalclientservice.
Stayup-to-datewithregulatorychangesandmarketdevelopments.
Identifyopportunitiesforbusinessgrowthwhilemaintainingthefirmshighethicalstandards.
AboutYou
Minimum 5yearsexperience infinancialplanningorwealthmanagement.
Proventrackrecordofprovidingholistic,client-focusedadvice.
Whatisoffered:
Competitivesalaryandbonusstructure.
Establishedandloyalclientbase.
OngoingprofessionaldevelopmentandCPDsupport.
Supportive,collaborativeteamculture.
Opportunitiestocontributetobusinessstrategyandclientserviceinnovation.
Benefits:
Companypension
Lifeinsurance
Cashplan
On-siteparking
Workfromhome
PleaseapplyinconfidencetoJohnHeffernanDirectorofCoast
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