Financial Planning Specialist

1 day ago


Exeter, Devon, United Kingdom Randalls Financial Advice and Wealth Management Full time
Adviser Support Role

Randalls Financial Advice and Wealth Management is a boutique, client-focused, independent advice and investment management firm specialising in financial planning and wealth management. Our team of Chartered Advisers and Wealth Managers help clients identify their financial goals and create investment strategies for retirement, business and personal financial planning, asset protection and legacy planning.

Key Responsibilities:

  • Assist in the delivery of financial planning and wealth management services to clients
  • Support the development of investment strategies and financial plans
  • Contribute to the growth and success of the business

What We Offer:

  • A competitive salary
  • Career development opportunities
  • Support for studying towards a Diploma in Regulated Financial Planning

Requirements:

  • Knowledge of financial products and services is advantageous but not essential
  • Ability to commute to Exeter

Working Hours: Monday to Friday



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