Job Description

My client provides a comprehensive financial planning and discretionary management service to clients. They offer investment advice, pension and protection planning to both corporate and individual clients as well as a discretionary investment management service where they manage investments for clients.

You should ideally have:

• A min of one years experience in an IFA
• An understanding of wealth management practices and processes and the ability to communicate them clearly and effectively or a strong leaning towards mortgage admin.
• Has an understanding of holistic financial planning strategies & solutions.
• A passion for doing things well, with accuracy, detail and great presentation.
• Professional, positive, energetic, supportive and friendly. A strong team player.
• High level of integrity, work ethic and self-motivation.
• Diploma or some progression with industry exams but looking to progress them with company support.

Required Knowledge, Skills, and Abilities