Job Description

The Associate Wealth Planner is based from home with all expenses provided.

Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.

Required Knowledge, Skills, and Abilities

• Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
• Genuine desire to provide a high standard of advice and service to clients
• You are engaging and can connect with a wide array of audiences
• Detailed knowledge of Investments, tax planning and Defined Contribution pensions.