We are an innovative and progressive firm based in Taunton looking to recruit a likeminded person to join our team.
We were awarded Chartered Firm status in 2011 and our director Robin Keyte was one of the first advisers in the UK to hold the three qualifications Chartered Financial Planner, CFP CM and certified to ISO 22222, and is a past winner of Money Management Financial Planner of the Year. This year we’ve also made it into the FT Top 100 Financial Advisers list.
You will be responsible for delivering an ongoing service to our existing clients that is in line with the very high standards of knowledge and competence at our firm. You will have the opportunity to work closely with Robin Keyte.
This role would suit a:
- Paraplanner looking to move into a role with more responsibility where they are delivering regulated financial advice to clients and able to develop their knowledge and skills
- Financial Planner without an existing client bank seeking to develop their career.
If you are a Financial Planner with an existing client bank but also lots of spare capacity, we would be open to a discussion about working with you.
You should be a minimum of level 4 qualified and your CV should demonstrate high levels of literacy and numeracy. You will be encouraged to work towards Chartered status, and we will support you with study materials and exams.
Competitive remuneration package plus benefits.
Contact – Siobhan Keyte – firstname.lastname@example.org
Episode 82 - Being a business owner and making mistakes with Roger Kennedy
In this episode, Adam & Roger go through how they met at the XYPN Conference in Dallas, being a business owner, making mistakes and how his firm have dealt with lockdown.
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