Personal Finance Specialist
4 weeks ago
We are seeking an experienced Financial Planner to join our team in Cheltenham or Hereford. The successful candidate will have a minimum level 4 qualification, experience managing high net-worth clients, and strong client service skills.
Key Requirements
- Level 4 Diploma qualified
- Experience giving regulated advice and preferably CAS/SPE
- Strong client service skills
- Passionate, proactive, and self-motivated
Benefits
- Hybrid working arrangement with 1 day/week at our offices
- Discretionary bonus
- 6% pension contribution
- Wellbeing programme
- Death in service benefit
- Study support available
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