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Financial Planner

Company

The Progress Shed

Location

Edinburgh, EDH

Posted

November 26, 2022

Position Overview

The Role Our client, a National IFA Business are looking for individuals who are motivated and wanting to further their career as an advisor within the financial services industry. Ideally already as an advisor or working towards with a Level 4 Diploma and ideally working towards, or already, chartered. This is a homebased role with support.

The Business Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis on client care and providing a tailored solution. Our client have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this. They have grown consistently over the last few years and are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high levels of customer service.

Requirements Experience Experience in a Financial Planning role...

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