We believe life really is for living which is why we strive every day to make a positive impact on the lives of our clients, staff and those around us. We do this by providing dynamic, innovative and creative financial planning solutions and an exceptional client service to business owners, company directors, entrepreneurs and successful retirees.
Our business offers clients strategic financial planning, cash flow modelling and specialist advice on pension planning, investment planning, inheritance tax and long term care.
We are on a mission to be the best in our field and to lead change in our profession. This passion means that we are constantly growing and on the lookout for the best people to fill our exciting roles. This is an opportunity to join a growing company and know you are making a real difference, not only to the lives of our clients, but to the direction of the company.
The role is mainly field based but would require the successful candidate to be in the office 1-2 days per week. Our office is based in the beautiful Wrotham Park in North London.
You have clear ambition and a drive to succeed. You are entrepreneurial, relish a challenge and thrive in a results focussed environment whilst retaining a clear sense of client care and service. Diploma qualified is preferable but not essential as full training and support will be provided.
You will be able to manage existing client relationships, generate new business from a high quality portfolio of clients, and bring in new clients by way of referrals and personal networking.
In return we’re offering an excellent opportunity with access to existing high quality clients and the opportunity for the truly entrepreneurial adviser to develop and run their own business, should they wish to in the future.
Our remuneration package rewards our people towards the upper end of industry expectations, and the right individual will have the opportunity to build significant on-going value within the business.
Progression is taken very seriously; professional development is encouraged and supported by the business, and time with the Managing Director for mentoring is always available.
Other benefits include: