Keri has the ability to combine professionalism with kindness and it was these qualities that came to the fore when my husband suddenly passed away and we were catapulted into a situation with the Trustees of his estate which nobody could have foreseen.
We are an award-winning Financial Planning firm based in the Cotswolds seeking an ambitious person looking to begin their career in the Financial Planning profession.
We provide high quality, bespoke Financial Planning advice to private individuals. Based in Broadway in the Cotswolds, we pride ourselves on providing tailored advice using lifetime cashflow forecasts. As one of the few “Accredited Financial Planning Firms” in the UK, we aim to not just meet but exceed our clients’ expectations and so work with a limited number of clients to enable us to do this.
As part of our firm’s growth, we are now looking for a graduate/ trainee who is seeking a long-term career path with a well-established and successful firm. This role will require you to work alongside our existing team learning every aspect of the business. Training and guidance will be provided to help the successful candidate obtain the necessary financial planning qualifications. This role will be rewarded with an attractive package with genuine career progression and an opportunity to shape the future of this firm. Working with a great team, this is a salaried, full time, office- based role.
With a good level of education, you must be able to demonstrate great interpersonal skills. A desire to pursue a long-term career is essential with a keen interest in contributing to the success of the firm.
A full job specification is available on request.
If you are interested in learning more, please contact our Operations Manager, Claire Butler, with your CV to email@example.com by the 30th October 2017