To be considered for this role you must apply via the following link
ROLE OVERVIEW:
The role is fundamentally to provide high quality advice and outcomes for clients. We have spent many years building the infrastructure of a business that allows our advisers to focus on client communication, meeting with clients new and existing and recording accurate high level meeting notes.
Within the role you will be expected to provide high-quality financial planning to our clients based on individual needs, applying technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by our teams of account executives. Whilst the successful candidate will be a qualified adviser, we will provide support and in role training to upskill and develop the individual to the point where dealing with ultra-high net worth clients is comfortable.
OUR VALUES:
People are at the heart of everything we do, delivering professional excellence by developing, sharing and applying our expertise. All built on a foundation of trust and empowerment to take ownership.
PAY AND BENEFITS:
· Starting salary up to £60,000 per annum (dependent on qualifications, knowledge, and experience)
· Annual salary review based on performance.
· Bonus Scheme
· Car allowance
· Laptop & Mobile Phone
· 4 x salary life assurance
· 26 days' holiday - Increasing incrementally in recognition of continuous service
· Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available.
· Private medical insurance scheme
· Health Cash Plan Scheme.
PERSON SPECIFICATION:
ESSENTIAL
· Level 4 Diploma in Financial Planning (or equivalent)
· Chartered Financial Planner status or working towards it.
· At least 5 years' experience in an advisory role
DESIRABLE
· Experience of working within SIPP and SSAS marketplace. However, support given to candidates who may not have worked with SIPP and SSAS specifically.
Job Type: Full-time
Pay: £40,000.00-£60,000.00 per year
Benefits:
* Additional leave
* Company events
* Company pension
* Employee discount
* Free flu jabs
* Free parking
* Health & wellbeing programme
* Life insurance
* Private medical insurance
* Referral programme
* Sick pay
* Work from home
Work Location: In person