Founded in 2005, our London based client offers bespoke long-term financial planning for senior medical professionals. They are the UKs leading advice firm uniquely focused on helping medics and their families to make well-considered decisions and to achieve their own ambitions in later life.
Using exceptional NHS knowledge, their sound investment philosophy, and custom-built Empowerment Pathway to deliver a successful financial planning experience, with their core passion to allow people to follow their dreams, their values are critically important to them, and live by them, hire, and develop their teams by them!
The ideal candidate will have the right combination of confident communication, management, and organisation skills, with a strong technical skill, excellent influencing and relationship management skills drawn from your experience as a Paraplanner or Financial Planner yourself, to provide the right level of technical leadership ...