Senior Financial Planner
Employed adviser needed to help us service several professional introducers and joint ventures across Sussex. The successful candidate will have:
- Diploma or Chartered status.
- Preferably have pensions transfer experience.
- Experience of working with solicitors and accountants.
- Have a clean regulatory record and put customers’ interest before own
We will pay a good basic salary, with bonus for high productivity. Contact us to apply now, or fill in the form below to send us your CV.
"Square One Financial Planning is a very forward looking firm that is relaxed but professional, which suits me down to the ground. I’m keen to further my career and Square One certainly provides the training and development support to ensure that is possible. The set up of the office and the systems provided enables me to fully concentrate on what I need to do as well as provide an excellent service to the clients. The stream of introducer leads means that I’m not searching around for new business at any point. The staff are all great to work with and the ethos of the company in approaching the business in an ethical manner fits completely with my own values." Viky Ward - Adviser
