Why not come and join our Next Generation client team?
We’re a forward-thinking Chartered Financial Planning firm that strongly believes in the power of financial life planning to help people achieve their goals. Having a Registered Life Planner reflects our extensive knowledge, experience and dedication to financial life planning.
We’re Northern Ireland’s only firm that holds BS8577 – the British Standard that assesses and awards financial planning firms who can demonstrate that they have the operational framework to deliver a first class service to their clients.
We’re also Northern Ireland’s only firm that has two planners with ISO22222, the international quality standard for providing personal financial planning.
We’ve got exciting plans for the future – if you’d like to be part of it, read on…
Due to growth, we’re looking for three new team members:
A diploma qualified Financial Planner who is committed to (or has started) achieving Chartered status.
- Your main clients are likely to be business owners/executives. You’ll be enthusiastic about presenting a bespoke Financial Life Planning proposition to Next Generation clients, with proper financial life planning and cash flow at the centre of all that you do.
- This is an employed position. The existing annual revenue that you should be generating is in excess of £100,000 with 40% as ongoing income.
A recently qualified professional (ideally with a banking, accountancy or legal background) or someone who has an existing career in Financial Planning with some qualifications.
- You may be keen now to move into the field of Financial Life Planning where you can help people to realise their dreams.
- This is an employed position.
A Client Services Technical Assistant, who will help our Financial Planners deliver a ‘wow’ service.
- Working within the existing team, personality and commitment to our core values is as important as technical knowledge, although background in financial planning will be an advantage.
- This is an employed position.
