Working for a small firm has huge advantages.
You get to know the people you work with and how they operate incredibly well. You quickly become a part of the business. And you take on a broader range of responsibilities, developing your skills in a way you wouldn’t elsewhere.
Here you will support a financial planner and be part of a close team that provides first-class financial advice to the business’s wealthy client base. So you will need experience of pensions/investment administration in an IFA/restricted advice setting and good knowledge of industry software/platforms. But you’ll also need the ability to build relationships with long-standing clients. And be someone they can trust to resolve issues relating to their advice portfolios.
If you live in the Tring area and want to work within a high-end environment click apply. Send us a way of contacting you and we will be in touch.