UHNW Financial Planner

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

Overview

Fancy advising ultra-high net worth clients but without sales targets? That’s what you’ll do here. And you’ll be trained, guided and mentored to become what you’ve always wanted to be. An expert. You’ll get to 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 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 Level 4 (or better) Financial Planner that loves technical detail. And you’ll have good knowledge around tax and financial planning. But this business also understands that you can’t be an expert in every area (not yet anyway). Anyone who loves learning will also do very well. The support is there for someone to grow and achieve Chartered/Fellow status. 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 Click apply and send a CV (no matter how out of date it is) or contact details.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.