IFA, Square One Financial Planning LLP: Independent Financial Advisers specialising in Inheritance Tax Planning and personal & business financeCall Square One Financial Free on 0800 071 1177 for personal independent financial advice

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We are currently seeking :

Experienced IFAs

We are seeking experienced advisers who must hold AFPC/Diploma (or commit to achieving that within a year).  Square One has 4 appointed representatives which are jointly owned with accountancy firms, and 6 other formal introducer arrangements with accountancy firms. The position is offered with a validated salary and bonus.  For those able to bring their own clients we will consider a self-employed package.

 

"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 - Advisor

Paraplanner

We are seeking an AFPC/diploma qualified paraplanner, who must be able to:

  • Carry out research using Aequos.Mortgage Brain.CTP
  • Write succinct suitability reports
  • Assist in data capture and management
  • Pre-empt the needs of advisers and ensure meetings are fully prepared for

"Working for Square One is like joining a family. As a member of staff we are always kept informed as to where we are currently and where we are heading.  What I like is that there are no secrets from us and we are always asked for input on all aspects of the company from recruitment to marketing. The systems are top notch and 100 times better than when I was working for a large corporation."

Christine - Para planner

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