Our client was established in 2000, with the vision being to create a national company dedicated to provding expert, and truly independant financial advice to all clients.

They have achieved their aim by employing only top-quality independent financial advisers, who advise from a position of informed expertise, underpinned by the highest ethical standards and with a common philosophy:  to forge long term relationships with clients and to provide expert, independent advice.

Our client would assist the individual/s in gaining a thorough understanding of the business and the people within it and offer the opportunity to visit their other offices and meet the main board directors. They will also assist with leads both on the corporate and private client side.

The individual/s will be comfortable with the company’s vision and values of caring and being committed to the client.  Also the belief in long term relationships and that the service to clients should be second to none.

You will be committed to financial planning and be very much service orientated, financial planning and structuring, not product selling.  Although there is the need to make money, there is still the duty of good service to the clients.

Ideally the individual's will hold AFPC/Advanced Diploma, possibly Chartered status or a Certified Financial Planner.  A wealth of experience will have been gained in financial planning working for a professional practice that values the client relationship and the need for sound advice.   This knowledge can be in either private client or the corporate arena.