🛠 Tech Stack

💼 About This Role

You'll deliver financial planning and advice to existing clients with investable assets up to £250,000 via a desk-based service model. This role combines client engagement with business development in a growing, tech-driven team.

🎯 What You'll Do

• Proactively contact legacy clients to convert to ongoing service proposition.
• Engage and review existing clients to deliver ongoing service proposition.
• Provide holistic financial planning solutions to private clients.
• Achieve revenue targets and drive cross-selling opportunities.

📋 Requirements

• Diploma in Regulated Financial Planning (Level 4)
• Experience using Microsoft Word, Excel, and databases.
• Excellent written and verbal communication skills.
• Technical competence across all areas of financial planning.

✨ Nice to Have

• Advanced Diploma in Financial Planning or Chartered status
• Cash flow modelling experience
• SPS or CAS holder

🎁 Benefits & Perks

• 🏖️ Hybrid working (3 days office, 2 remote)
• 📈 Career progression in a rapidly growing firm
• 🎓 Professional development support

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter phone screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Technical assessment· 60 min
4. 4Final interview· 45 min