About this role, we're looking for a talented professional to join our team as a Financial Strategist. No sales or targets here, just genuine financial planning. You'll work closely with the lead advisor, helping deliver clarity and peace of mind to real people.
What you'll do:
* Shadow the lead advisor in client meetings (initially) and take detailed notes
* Document everything clearly and learn from our process
* Delegate tasks to the support team and action others yourself
* Manage follow-through and ensure nothing slips through the cracks
* Conduct technical research and build financial strategies and reports for new and existing clients
* Support our research and ideation for podcast and blog content
* Work on ad-hoc projects with the team to improve services and outcomes
Requirements:
* Technically qualified (QFA, CFP, Chartered)
* Comfortable with cashflows, tax, pensions, and investment planning
* Solid paraplanner with sharp attention to detail
* Excellent written and verbal communication skills
* Experienced with planning tools like CashCalc/Voyant (or quick to learn)
* Organised, driven, and able to take initiative
Benefits:
* 80% remote work flexibility
* Full-time, flexible schedule
* Opportunity to work with a talented team