We are looking for a Financial Planner to join a small, well established firm due to business growth and as part of our succession planning. Landmark is a company who promotes a team approach, and values each individual’s contribution. Work/life balance is a priority, with all of our advisers being office based and working during office hours only.
The ideal candidate will be level 4 qualified and working towards Chartered status, with experience of cashflow forecasting and a strong track record of managing client relationships.
We have offices in Saddleworth and Manchester city centre, with Manchester being a focus for business growth going forwards. An established client bank is not essential and you will receive administration support for all aspects of the role from both our in house team and external para-planning and compliance providers.
If you would like to discuss in more detail, please send all enquiries to Eric Mowinski in the first instance: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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