At a Glance
- Tasks: Provide holistic financial planning and manage client relationships from start to finish.
- Company: Boutique, independent financial planning firm in the Southwest of England.
- Benefits: Equity stake in the business and study support for professional development.
- Other info: Opportunity to grow within a supportive and collaborative environment.
- Why this job: Join a small, selective practice and make a real difference in clients' lives.
- Qualifications: Experience in financial planning and a passion for genuine client advice.
The predicted salary is between 49500 - 60500 £ per year.
Sandford House Financial Planning is a boutique, independent firm seeking an exceptional adviser to join our small, selective practice in the Southwest of England.
You will work directly with the principal adviser on a meaningful caseload from first meeting to ongoing relationship management, delivering holistic financial planning.
We value genuine advice over product sales, with a stake in the business for the right person.
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Independent Financial Planner — Equity Stake, Study Support employer: Sandford House Financial Planning
At Sandford House Financial Planning, we pride ourselves on fostering a collaborative and supportive work culture that prioritises genuine client relationships over sales. Located in the picturesque Southwest of England, we offer our team members not only an opportunity for equity stake but also comprehensive study support to enhance their professional growth. Join us to be part of a boutique firm where your contributions are valued and you can truly make a difference in clients' lives.
Contact Details:
Sandford House Financial Planning Recruitment Team
