We take the uncertainty out of your finances - with straight-talking advice to help you do more with your money.
Financial advice • Wealth management • Financial planning • Life planning • Retirement planning
2 days ago
🔄 Hybrid – London
We take the uncertainty out of your finances - with straight-talking advice to help you do more with your money.
Financial advice • Wealth management • Financial planning • Life planning • Retirement planning
• Creating new business opportunities leveraging our embedded lead generation channels to build your own book of new clients. • Providing holistic financial advice with a financial planning led approach. • Focusing on delivering exceptional client service to build multi-generational relationships with clients.
• Client centric. Ability to build strong client relationships and attention to detail. • Entrepreneurial mindset. Innovative thinking and determination to succeed is key. • Comfortable with technology. Open mind for learning new ways of doing things. • Team-player. Open to trying new ways of doing things and providing constructive feedback. • Integrity. Highest standards of personal integrity needed for confidential data. • Qualified. Minimum level 4 diploma qualified, preferably Chartered / working towards Chartered with ~2+ years experience providing financial advice.
• Competitive salary + benefits (bonus, pension, private medical, income protection, death in service) • Potential to get equity in the company in the future • Access to Wellness / mental health support (Headspace App + mental health support through private medical) • Budget for additional learning / cost of exams • Electric vehicle leasing through salary sacrifice / cycle to work scheme • Flexible working hours and hybrid remote working (typically 2-3 days a week working in the office (20 Farringdon Street)) • Exceptionally open and diverse, multinational team • Entrepreneurial, creative environment
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