We are a client-centric small Independent Financial Planning and Wealth Management firm with the opportunity for a new member of the team to work alongside the existing Advisers.

Ideal for an existing Adviser or for a Paraplanner who wants more client interaction, the main role will be to work alongside the existing Partners to provide technical support and to grow into the role of managing the client relationship.

We are looking for either a fully DipPFS qualified individual or someone who is very close to completion of the Diploma in Regulated Financial Planning.

IT skills required

Experience of Microsoft Word, Excel and Outlook good and accurate keyboard skills

Experience of using IFA software tools such as FE Analytics, IRESS and cash-flow modelling tools.

Personal skills required

Good standard of written and verbal communication

Attention to detail

Personal & Professional integrity

Good interpersonal skills

Effective time management

Ability to critically evaluate information, probe and challenge

A flexible and adaptable attitude towards work

Salary & Conditions

Basic salary will be determined by experience of candidate plus performance related bonus.

Potential for rapid career progression.

This is a full-time post 35 hours per week. Role will be office based exclusively - 9am to 5pm, Monday to Friday with only occasional incidental opportunity to work from home.

AWFM

We are a growing firm of Independent Financial Advisers (IFAs)and Wealth Managersbased in Farningham less than a mile outside the M25 south of Junction 3.
We provide advice to private clients across London and the South East of England.
There are currently 3 Partners and 6 other members of staff.
We occupy newly refurbished air-conditioned offices with on-site parking for staff and clients.

Closing date for applications 31st January 2025

We do however reserve the right to close this job vacancy prior to the advertised closing date, if we feel we have found a suitable candidate.

If you wish to be considered for this role, please send your CV to our business manager Harin Fernando

Should your application be successful, an offer of employment will be subject to satisfactory references and proof of eligibility to live and work in the UK.

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AW Financial Management LLP jobs

AW Financial Management LLP | Adviser or Paraplanner

Adviser or Paraplanner