At a Glance
- Tasks: Provide expert financial advice to help clients achieve their goals.
- Company: Join a reputable firm with a strong focus on client relationships.
- Benefits: Competitive salary, ongoing training, and support from experienced professionals.
- Other info: Dynamic work environment with opportunities for career advancement.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Strong communication skills and a passion for finance.
The predicted salary is between 40000 - 50000 £ per year.
Kirby & Knott Financial Planning Ltd provides clear, professional financial advice to help clients achieve their long-term aspirations. As an Appointed Representative of St. James’s Place Wealth Management plc, the firm advises exclusively on the Group’s wealth management products and services. Backed by a well-established and regulated financial services group, Kirby & Knott combines local, client-focused service with robust central support and resources. The firm is registered in England and Wales and operates from its office in Gloucester. Team members join a practice that values integrity, clarity, and ongoing client relationships.
This is a full-time, Financial Planner role based in Newbury/Reading area. You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. Kirby & Knott Financial Planning will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on face-to-face activity with clients, without being burdened with excessive administration.
Financial Planner employer: Kirby & Knott Financial Planning Ltd
At Kirby & Knott Financial Planning Ltd, we pride ourselves on being an excellent employer by fostering a supportive and collaborative work culture that prioritises integrity and client relationships. Our team members benefit from ongoing professional development opportunities, access to cutting-edge technology, and the backing of a reputable financial services group, all while enjoying the vibrant community atmosphere of Gloucester. Join us to make a meaningful impact in clients' lives while advancing your career in a dynamic environment.
Contact Details:
Kirby & Knott Financial Planning Ltd Recruitment Team
