JOIN OUR TEAM

COULD YOU BE THE NEXT MEMBER OF OUR TEAM?

Current Vacancies

Trainee IFA / Qualified IFA

An exciting opportunity has become available within our Chartered Independent Financial Advice business to join our lovely team.

We are looking to speak to potential folks for a Trainee IFA position, or someone already qualified, ideally already having attained Chartered status or working towards this.

Our ideal candidate will:

  • Provide an exceptional client experience
  • Prepare sound financial plans to ensure clients meet their financial goals
  • Build strong relationships to retain existing clients
  • Conduct fact-find meetings with new and existing clients
  • Advise clients on a range of financial products, mainly Pensions and Investments
  • Service existing customers through regular reviews
  • Generate new business and build introducer relationships.

Interested, or want to know more? Contact [email protected]. Applications should include your CV and a covering letter, please.