The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. We are open to advisers who already have their own clients looking to build with fully funded support and para planning also Adviser's looking for succession with supported exit. Looking for firms also across the UK for collaboration with or with Investment requirements.
Responsibilities
* Provide financial planning support to clients
* Support investment professionals to cultivate client relationships
* Prepare financial plans and check their accuracy
Qualifications
* Level 4 Qualified Advisers
* 5+ years' of industry experience
* Strong understanding of the investment business
* Excellent interpersonal skills