Banking, Finance & Insurance
For a large and successful Financial Planning and Wealth Management Company
Based in Colchester
Salary £ Competitive and dependent on experience with great benefits
Our clients are multi-award winners because they put the client experience at the heart of everything they do. The Company provides financial planning and wealth management advice to individuals and businesses.
Their core values are integrity, professionalism, and transparency, because they understand that people do business with people. Moreover, they do business with people they trust.
Seeking financial advice is a big step because it is about you taking action to achieve something that matters a great deal. It is vital that the person sitting opposite you listens to you carefully and takes the time to really understand what it is that you are trying to achieve and why.
Advisers must be Chartered and have experience of advising affluent and HNW private clients, SME business owners and professionals.
The company’s well-resourced team provide full administration, paraplanning, technical, compliance and business development support, enabling you to focus on delivering a first-class service to your existing clients and prospective clients.
While based outside Colchester on the Essex/Suffolk border, they are open minded when it comes to working with the right type of financial advisers.
CII Chartered status.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.