Independent Financial Adviser
1 day left
- Diploma in Financial Planning
Established in 1906, Cave & Sons this year celebrated its 110th Anniversary. As an integrated Financial Advice, Investment Management and Stockbroking firm, we are able to offer a comprehensive service to individuals, charities, trusts and companies. We provide a comprehensive financial planning service, as well as offering in-house discretionary investment management.
The firm is seeking self-motivated individual(s) with previous experience of working in the private client sector. Ideally candidates will already have attained Chartered status (or will be currently at Level 4 with a view to attaining such).
The successful applicant(s) will deal with leads generated through the firm’s existing client base, marketing initiatives and professional connections, whilst also seeking to generate new business through their own initiatives and referrals. Good organisational and communication skills are essential.
Our remuneration packages are competitive and allow advisers to focus on, and benefit from, ongoing client relationships. Applications from motivated individuals seeking to further their career within a long-established, reputable firm are welcomed.
How to Apply:
For more information and to apply, please contact Lynsey King on t: 01604 621 421 or forward your CV below.
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