Qualified Financial Planner

Alextra Wealth Management

Crewe

Alextra Wealth Management are looking for a qualified financial planner to join their growing firm. Alextra believe in serving the local community with truly Independent Financial Planning and their goal is to work with people to help them live their best life.

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.

Alextra have offices in Cheshire and Staffordshire where the majority of client meetings usually take place. They also conduct virtual client meetings where required. An established client bank is not essential and you will receive administration support for all aspects of the role from both the in-house team and external para-planning and compliance providers.

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.

Competitive remuneration package plus benefits.

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