Job Details

We are currently working with an established regional practice in Crewe who have built an exceptional reputation for both their quality of service and scope of advice they provide their clients.

They are currently in the process of completing on a number of client book acquisitions and with their current advisers at capacity they will require an additional consultant to service these individuals.

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. Independent financial planning experience is highly advantageous. In addition, applicants must be able to demonstrate a high degree of professionalism and advanced communication skills to reflect the firm’s 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 further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk.