My client are a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. They firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they empower advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way.
In essence, they want to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by innovative technology, they empower clients to go beyond just making smarter financial decisions to living the lives they dream of.
They have gotten rid of lengthy, paper based suitability reports and use technology to deliver full holistic advice in an entirely digital way.
Now they are currently recruiting for forward thinking Financial Planners, who are frustrated with the status quo and want better outcomes for their customers. They want their FPs focussed on spending time with their clients and not spending time with admin or writing reports.
You will play a critical role in the future growth of the company, empowering individuals to make the most of their money and revolutionising what it feels like to receive financial advice.
Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of.
Focussing on delivering an exceptional client service to build multi-generational relationships with both mass affluent and high-net worth clients.
You must be qualified to give regulated financial advice in the UK (i.e. a minimum of level 4 diploma in financial advice with a recognised professional body such as CII, CISI, etc), with a strong preference for those who are Chartered / willing to work towards Chartered status. You’ll also have ~2+ years of experience providing financial advice to clients.
Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
Electric vehicle leasing through salary sacrifice / cycle to work scheme
Flexible working hours and hybrid remote working (typically 2-3 days a week working in the office)
Entrepreneurial, creative environment