The Role: I am recruiting a Financial Planner ( Financial Adviser or Trainee Financial Adviser) on behalf of Butler Toll Financial Planners, an independent Financial Planning firm, based in Swindon, Wiltshire (SN5) - flexible working is provided, with up to 4 days a week working from home. The Person: We are happy to consider a Paraplanner or Associate Financial Planner with client facing experience, who is ready to transition into advising, or a service orientated Financial Adviser, keen to be employed by an independent financial planning firm and work in an environment where relationships and service are paramount. We will also consider a career changer with a wealth of professional services experience, who has demonstrated their commitment to transitioning into a career in financial planning, by obtaining the Diploma in Financial Planning (DipPFS or equivalent).
Working closely with experienced Advisers, the successful Financial Planner ( Financial Adviser / Trainee Financial Adviser ) will be Diploma qualified, intelligent, keen to learn , proactive, and detail orientated. You will have an exceptional ability to build warm and trusted relationships and will be confident, empathetic and passionate about making a difference to peoples' lives. You will also be capable of analysing and addressing clients' financial needs and goals, building trust and engendering confidence.
The Opportunity: We are looking for a Client Servicing Financial Planner, and this role is ideal for an Adviser who enjoys building strong relationships, providing ongoing service and developing your technical knowledge and financial planning skills. You will be responsible for servicing a portfolio of c.150 clients, conducting annual review meetings, building relationships and preparing recommendations. If you have not already worked as an Independent Financial Adviser, you will receive the support and training required to enable you to deliver an exceptional financial planning service with confidence. This is...
Financial Advisor in Swindon employer: CV Elite
Nicholls Stevens is an exceptional employer, offering a supportive and collaborative work culture where your contributions are valued and rewarded. With a focus on employee growth, the firm provides opportunities for professional development, including support for further qualifications, all while maintaining a flexible working environment in the vibrant city of Bristol. Join a team that prides itself on delivering outstanding financial planning services and building lasting client relationships.
