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