Financial Planning department
Preston (head office)
Full time
£Competitive salary (dependent upon qualifications and experience)
Benefits package (after qualifying period)  

Providing holistic advice to internal and external clients, being a good networker and business developer as well as a possible specialist Adviser, our ideal candidate will have dealt extensively with both private and corporate clients.    

To be successful in this role, candidates will need to be able to pro-actively manage new client referrals to generate fee income for the business, whilst upholding the values of the firm in a compliant manner.  The role requires candidates to adopt a discrete and confidential disposition whilst also having the interpersonal skills to communicate and interact with the technical support staff, other colleagues and external sources effectively.    

The role will require a flexible individual who is able to cover areas throughout the North West, with occasional visits to our satellite offices. 

The successful candidate will need to:  
be Chartered
be experienced, ideally with five years in an independent financial advisory role 
have extensive knowledge of pensions, investments, protection, tax planning and trust arrangements.
demonstrate good networking and business development skills    

We are looking to recruit as soon as possible and will make an appointment as soon as a suitable candidate is found.