Job Information

Their clients include private investors, high-net-worth individuals, entrepreneurs and owner-managed businesses who are predominantly referred through an extensive range of professional introducers. The main focus is on employee benefits, corporate protection and insurance, private medical insurance, mortgages, tax planning and wealth management.

Authorised and regulated by the Financial Conduct Authority (FCA), 

Applicants should have expertise within the financial services industry, specifically focusing on the provision of holistic advice as well as being very active in the management and operations of the financial advisory business offering technical support and guidance to the advisers whilst heading up the technical department. As an ardent believer in treating customers fairly and ensuring clients fully understand the implications of their undertakings. You will be focused on ensuring that compliance is at the core of the business.