This is a test vacancy used to check the careers page, application form and Google job schema. Delete it before launch.
About the role
You will meet clients, understand their goals and build clear, down-to-earth financial plans. Our clients range from people just starting out to those enjoying retirement.
Responsibilities
Run client review and discovery meetings
Prepare and present financial planning recommendations
Build long-term client relationships
Work closely with our paraplanning and client relationship team
About you
Diploma in Financial Planning (or working towards it)
Warm, clear communicator
Right to work in the UK
What we offer
Friendly Wiltshire-based team
Study support and development
Flexible working