Financial Planner

5 months ago

Alderley Edge, United Kingdom TWP Wealth Ltd Full time

**Company description**

TWP Wealth is a Financial Services company based in Alderley Edge in Cheshire providing a wide range of financial services and financial planning to private and corporate clients alike.

**Job description**

At TWP we're all about doing the simple things really well. Whether that’s going the extra mile for a client who has a tricky financial problem to sort out, making something in the financial world that is seemingly complex simple and understandable, or just offering the warmest of welcomes to our clients and helping them achieve their dreams.

We believe wholly in lifetime financial planning and that engaging in the process can be a life-changing action for our clients. We believe we hold joint custody of the promises our clients make to themselves and that’s not something we take lightly. Consequently, we operate a team approach to client management - we're all involved in getting things right.

To do this properly we need great people with a splendid attitude; we are a people business first and financial planning business second.

We're looking for someone to join our Financial Planning team at our offices in Alderley Edge as a Planner

If you are someone who believes in real independent lifetime financial planning and would revel in the detail of building financial plans and 'what if’ scenarios helping clients achieve their life promises to themselves, then we might be right for each other. We want someone who loves the grind, is curious and passionate about the detail and has the ability to conduct themselves with humility and integrity in any given client situation.

What do we ask in return? That you bring your whole self to work. That you care deeply about the work you do and the influence you have on someone's experience of working with TWP, what we offer and how we go about engaging with our clients. We recruit on our shared values of being a 'dog with a bone', being ruthlessly organised, and being a brilliant communicator.

We want you to be yourself, but we also want you to join a team devoted to our clients. At TWP we want you to be comfortable and happy in all you do. We will help you be able to build and develop a career with us. We will check in with you a lot to ensure you’re doing well, and your career plan is on track.

If this sounds like you let’s meet up and see if we’re right for one another.

Pay: £55,000.00-£75,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- On-site parking
- Private dental insurance
- Private medical insurance

Schedule:

- Monday to Friday

Work Location: In person

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