Are you ready to help build something from the ground up? Do you want to join the new kids on the block?
If you've built your experience in a large established firm and you are ready for something with
pace, personality and genuine opportunity
, this could be the move you've been waiting for.
We are working with a fast-growing financial services startup backed by a highly established brand. With strong digital lead flow and rapid expansion underway, we're now hiring a
CFP-qualified Financial Planner
to join the team at a pivotal stage of growth.
This is a rare opportunity to be
one of the first financial planning hires
, giving you real influence over the proposition, processes, and future direction of the business.
What you will do:
* Deliver holistic financial planning advice
* Build tailored plans across pensions, investments & protection
* Use
Voyant
(preferred) for cashflow modelling
* Work with high-quality inbound digital leads
* Help shape the financial planning function as the business scales
Who you are:
* CFP qualified (essential)
* 2+ years' experience in financial planning
* Confident, commercial, client-focused
* Excited by startup energy and help to build a great team, brand and business.
Click on the link below to apply and one of our consultants will be in touch