Exchange Street Financial Services are currently working with the financial services arm of a highly respected chartered accountancy firm with 5 offices and an outstanding reputation across Sussex. As part of an ongoing growth plan, they have identified an opportunity for an experienced consultant to work with clients generated from internal referrals within the Brighton and Worthing offices.
Responsible for all aspects of financial planning in an RDR ready environment, advice is likely to be focused upon investment portfolios, and all types of pensions and drawdowns. Consultants are supported by an experienced administration and paraplanning team allowing them to focus on building client relationships.
Successful applicants must be level 4 qualified and hold current FSA authorisation while previous experience of working with professional connections will be viewed favourably. In addition, applicants must be able to demonstrate a high degree of professionalism and advanced communication skills to reflect the firms standing as a high quality service provider.
On offer is an attractive salary and benefits package along with a competitive bonus percentage allowing consultants to earn considerably more.
For more details of our services, click on the links below:
Director, Cullen Financial Planning