Associate Financial Adviser
Full Time
Onsite
Job description
The Associate Financial Adviser position centres on associate Financial Adviser. It would suit someone who can bring clear communication, discretion, and organised people-process support to the role.
Why this role may suit you
Associate Financial Adviser. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.
The working style that fits
careful practical judgement. Strong professional approach.
Practical information
- This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35.
- Hold Chartered status (or seriously working towards this, because this is a minimum for us).
- Experience of using Intelligence Office, FE Analytics & cashflow software.
- In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.
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