Job Description
About the Firm
Kalon Financial Limited is a modern, growing and forward-thinking business with ambitious growth plans. They are a full-service Financial Planning business, offering retirement planning, savings and investments, mortgages, protection products, and a range of insurance services. Their mantra of “enriching lives and futures” stems from their ethos of keeping the clients’ financial wellbeing at the heart of everything they do. They are currently looking for a talented Financial Adviser to support with the growth and development of the business.
About the Role
The opportunity arises at a key time for the firm’s growth plans and you will benefit from immediate access to an existing client bank of active households. Looking after clients across East Anglia, working on a remote, or hybrid basis, this opportunity will suit a pro-active Financial Planner who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated administration support from the local office.
The benefits
Death in Service B...
Financial Planner • Ipswich, ENG, UK