INDEPENDENT FINANCIAL ADVISER – CHELMSFORD OFFICE
We are looking to recruit an Independent Financial Adviser for our Chelmsford office (Elliott Financial Management Ltd). http://www.gibbsdenley.co.uk/welcome-to-elliott-financial-management/
The role is to take over an existing bank of around 100 clients with an average portfolio size of £300,000 from a retiring adviser. You are likely to be required to do some of your own suitability reports.
You should ideally be Charter qualified or working towards it.
Hours are 9 a.m. – 5 p.m., Monday to Friday.
PARAPLANNER (CLIENT MANAGER) – SWAVESEY OFFICE
We require a Paraplanner for our Swavesey office, near Cambridge. The role will involve providing full Paraplanning support primarily to two Associate Directors. You will be responsible for ensuring that investment and product instructions are carried out and records kept up to date, obtaining and analysing fund and product information and ensuring client files are compliant with the FCA and Gibbs Denley’s compliance rules. The role will involve client contact by phone and in writing. You will be required to produce suitability and other reports.
Hours are Monday – Friday, 9 a.m. to 5 p.m. (Flexitime available)
With offices in Cambridge, Bury St Edmunds and Chelmsford, we are always interested in talented people. Even if we don’t have a suitable vacancy for you at present, please send your CV to Jackie.email@example.com, and we will hold it for the future. We always respond to applications.
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