Salary: 3550k (depending on experience) plus bonus
Are you already working in financial planning or have you built a successful career elsewhere and feel ready for something more rewarding
Perhaps youve started your journey towards becoming a Financial Adviser or youve developed exceptional client relationship skills in another professional environment.
The opportunity
de Lisle Financial Planning is an established business that prides itself on building long-term relationships with clients delivering highly personal financial advice and taking a genuinely client-first approach.
Youll work closely with the Managing Director an experienced Chartered & Certified Financial Planner and the Practice Manager learning the profession from the ground up. This is a role built on substance as much as client contact youll get fully immersed in the administration research and planning process that underpins every piece of advice giving you a genuine practical understanding of how financial planning really works rather than just a surface-level view.
As your knowledge confidence and qualifications develop there is the opportunity to progressively take on greater responsibility for client relationships and planning work.
If youre looking for a long-term career rather than just your next job wed love to hear from you.
Initially you will:
As your knowledge and confidence grow youll take on greater client-facing responsibility potentially including leading client meetings and over time holding responsibility for specific client relationships.
Wed like someone who genuinely enjoys helping others is highly organised and takes real pride in getting the details right.
Youll have:
Experience within financial services accountancy or another professional services environment would be advantageous but isnt essential.
Above all were looking for someone with a genuine client-first mindset who wants to build a long-term career in financial planning.
A full role profile is on the de Lisle Financial Planning website to view now.
Were partnering with Recruitment Rebellion Limited to recruit for this opportunity.
Only shortlisted candidates will be contacted. This vacancy may close early if a suitable applicant is identified.
We are committed to a fair and inclusive recruitment process. If you require any reasonable adjustments please let us know.
Associate Financial Planner • Northleach, England, UK
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