Locations and requirements
- All locations: Minimum Level 4 Diploma in Financial Planning (or equivalent) required
- London office: Level 6 Chartered Financial Planner status required
What we’re looking for
- Proven experience in a financial planning/advisory role
- Strong client relationship and communication skills
- Ability to generate and develop new business opportunities
- Professional, ethical, and client-centric approach
- Ambition to grow within a supportive and dynamic firm
