Job Description

We are looking for someone who:

• Gets the ins & outs of the role
• Is passionate! Genuinely wants and likes the job and believes in what they’re doing, using their experience, talents, and ideas to further the Company
• Has the skills to do the job and understands the demands of the industry.
• Embraces personal growth, change and technology

What’s in it for you?

• You will be offered the opportunity to be part of a small but mighty team of like-minded people where you can really make a difference.
• Our office is new and smart, but you can also work from home due to our hybrid working policy.
• Our well-being is a priority and we regularly have walking 1:1 meetings, discussions around a healthy lifestyle, and Team challenges.

Required Knowledge, Skills, and Abilities

Is not afraid to be held responsible and be accountable for their work and actions will be able to demonstrate at least 2 years working within a financial planning environment, with at least 1 year experience of dealing on platforms and an excellent knowledge of Financial Services Products.