Overview
Castlegate Financial Management is a growing team of financial planners serving Lincolnshire. Are you looking for an exciting role in a thriving financial planning business in Grantham, Lincoln or its surrounding towns? At Castlegate, we are always on the watch for experienced financial planners who can help us continue to excel in our service to clients.
As a Chartered business, we have carefully built a reputation for excellence in the area. We are deeply committed to client satisfaction and continuous improvement. By including more talented individuals in our team, we hope to make an even greater difference to the lives of our clients.
We have offices in Grantham with a network across 11 locations across the Lincolnshire region. Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain. Our clients in Grantham have access to local financial professionals and some of the best financial advice available in the UK, while enjoying friendly, approachable service and a focus on building trusting relationships.
Responsibilities
* Provide regulated financial advice to clients.
* Possess the relevant qualifications and demonstrate excellent communication, interpersonal, presentational and relationship-building skills.
* Produce cashflow models to illustrate potential futures, the impact of unforeseen circumstances, and how to mitigate risk, helping clients to plan with greater confidence.
Qualifications
* Relevant qualifications to provide regulated financial advice.
* Strong communication, interpersonal, presentation and relationship-building skills.
* Chartered status is common among our team; ongoing professional development is encouraged.
Benefits and Environment
* Career growth opportunities.
* Chance to build meaningful relationships with clients and staff.
* Collaborative work environment.
* Healthy work-life balance.
If you are looking for a financial adviser in Grantham, Manthorpe or the surrounding areas, speak to an adviser today on 01476 855 585 or book a consultation below.
Castlegate Financial Management Limited is registered in England No. 2077374. Registered Office: 8 Castlegate, Grantham, Lincolnshire. NG31 6SE. Authorised and Regulated by the Financial Conduct Authority. FCA No. 169777.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
Castlegate, and its advisers, are part of the Chartered Insurance Institute – a professional institute granted its title and established in the UK. Further details, including the rules and ethics Castlegate has undertaken to adhere to, can be found at www.thepfs.org.
Registered Address: Castlegate Financial Management Ltd, 8 Castlegate, Grantham, Lincs, UK, NG31 6SE. Registered in UK, No: 2077374. UK VAT Registration Number: 253143824
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