🛠 Tech Stack

💼 About This Role

You'll deliver financial planning and advice to clients via a desk-based service model, servicing existing clients with investable assets up to £250k. You'll drive new business development through proactive client contact and cross-selling. This hybrid role offers tech-driven tools and growth within a rapidly expanding wealth group.

🎯 What You'll Do

• Develop new business through proactive client contact
• Review and service existing clients with ongoing advice
• Provide holistic financial planning across full suite of solutions
• Achieve revenue targets and cross-sell group services

📋 Requirements

• Diploma in Regulated Financial Planning
• Experience with Microsoft Word, Excel, and databases
• Technical competence across all areas of financial planning
• Excellent communication and time management skills

✨ Nice to Have

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

🎁 Benefits & Perks

• 🏖️ Hybrid working (3 days office, 2 remote)
• 💰 Private equity backed growth opportunity
• 📈 Career progression to Chartered Financial Planner
• 🏢 Start-up energy with established backing

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Interview· 60 min