Financial Planning

Our team of financial consultants comprises of both tied and independent advisors. The key to these roles is really understanding our customers' needs - and combining that with a thorough knowledge of our products to know exactly which will best suit them.

Working closely with our retail outlets and branch staff, you will follow up referrals that our customer teams generate, meeting and beating sales targets whilst of course always ensuring best advice. In addition, you'll generate your own referrals by building lasting relationships with our customers. For these roles, we're seeking experienced and fully FPC qualified financial advisors to use their skills in an environment that offers scope for reward and development.