We have exciting news this month at Cordiner Wealth as we’re looking to hire a new Associate Financial Planner to join our busy team.
Who we’re looking for
You will have several years of financial planning experience, either as an adviser or a paraplanner. Ideally, you’ll also be Chartered or working towards Chartered status.
You’ll be competent with cashflow forecasting, as well as other technical aspects of client work such as pensions and investments.
As you’ll be responsible for building and maintaining relationships with clients, you need to be someone who loves working and interacting with people.
You’ll also have strong communication skills and be a willing team player, looking to play an active part in the business’s continued expansion.
What you’ll be doing
As an Associate Financial Planner, your main role will be to assist the MD by taking over some of his existing clients, as well as looking after new clients who come to us.
You’ll be responsible for preparing agendas and attending meetings, providing compliant and friendly advice, and producing minutes of those meetings.
You’ll thoroughly get to know our clients, developing in-depth knowledge of their personalities, aims, objectives, and financial situations.
This will initially be an office-based role, with the opportunity for homeworking after you’ve settled into the business.
Who we are
We’re a long-established financial planning business who use our knowledge and expertise to add real value to our clients’ lives.
Our clients are hardworking people who have clear goals for the future, and our job is to help them reach those targets.
We create bespoke financial plans suited to our clients’ needs, offering comprehensive financial planning services including cashflow forecasting, and pension and investment management.
We’re also keen on training and growth and so will actively support your continued professional development.
Want to work with us?
If you think that you’d be a good fit for this exciting opportunity or you know someone who would be, please apply for the role by clicking the link.
Please apply through the link rather than directly to us as otherwise your application may be missed. We are not accepting applications from agencies.
For full details of the role, including additional details and salary information, please read the full job advert on our website.