ThisparticularrolewillticktheboxesifyouarelookingforClients,anemployedcontractandalsosomeflexibilityonOffice/Homeworking!

ThisisatrueIFAposition.

TheRole

WereseekinganexperiencedFinancialPlannertojoinagrowingadvisoryteam.Thisisafantasticopportunityforahighlyqualifiedprofessionaltoworkwithanestablishedclientbaseandcontributetothecontinuedsuccessofourbusiness.

Youwilldelivertailored,holisticfinancialadviceacrossarangeofareas,includinginvestments,pensions,retirementplanning,estateplanning,andprotectionensuringclientsachievetheirfinancialgoalswithclarityandconfidence.

KeyResponsibilities

• Provideexpert,independentfinancialplanningandadvicetonewandexistingclients.
• Buildandmaintainlong-termclientrelationshipsbasedontrustandintegrity.
• Conductcomprehensivefinancialreviewsandcreatebespokefinancialplans.
• Workcloselywithparaplanningandadministrativeteamstodeliverexceptionalclientservice.
• Stayup-to-datewithregulatorychangesandmarketdevelopments.
• Identifyopportunitiesforbusinessgrowthwhilemaintainingthefirmshighethicalstandards.

AboutYou

• Minimum5yearsexperienceinfinancialplanningorwealthmanagement.
• Proventrackrecordofprovidingholistic,client-focusedadvice.

Whatisoffered:

• Competitivesalaryandbonusstructure.
• Establishedandloyalclientbase.
• OngoingprofessionaldevelopmentandCPDsupport.
• Supportive,collaborativeteamculture. xbpsjku
• Opportunitiestocontributetobusinessstrategyandclientserviceinnovation.

Benefits:

• Companypension
• Lifeinsurance
• Cashplan
• On-siteparking
• Workfromhome

PleaseapplyinconfidencetoJohnHeffernanDirectorofCoast