UHNW Financial Planner

Exchange Street Financial Services ,
Cirencester, Gloucestershire
Job Type: Full-time

Overview

London is a great city. Arguably the greatest city in the world. But it is huge, fast paced and expensive. You don't need to be tired of life to be tired of London. And it doesn't have all the best jobs either. Here you can be an expert to UHNW clients whilst living in the picturesque Cotswolds. A challenging role but a better work life balance. Pressure, yet serenity on your doorstep. And whilst you may have been on a bigger package, it is how far your money goes that matters, not how much you have. You’ll be a financial planner to clients of the business with over £2m. You will meet the client. Plan the advice. And present it. You'll have CF30 status, without the downside of sales targets. You get your satisfaction from providing solutions to cases that stump everyone else. Satisfaction from working with others for the benefit of the client. You’ll be well paid in this role, but for you it isn’t all about the money. You will work on some of the most interesting and challenging cases around. There’s no going through the motions here. No boredom. No run of the mill. Simply an environment that will bring out the best in you and in turn, help solve problems that no one else can. You’ll be a Chartered Financial Planner that loves technical detail. And you’ll have strong knowledge around tax and financial planning. But this business also understands that you can’t be an expert in every area. Anyone who loves learning will also do very well. The support is there for someone to grow. This is a company that doesn’t talk about professional development. It acts. That rewards people not only with good basics. They pay a sizeable bonus and offer a very attractive benefits package. A high-profile outfit that ensures its advisers are the best supported in the market. Click apply and send a CV (no matter how out of date it is) or contact details. We know how busy people like you are, so we can call after hours.